VT
IBKR icon

Vise Technologies’s Interactive Brokers IBKR Stock Holding History

Vise Technologies’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.52M Buy
28,986
+4,777
+20% +$398K 0.03% 462
2026
Q1 		$1.56M Hold
24,209
– – 0.03% 441
2025
Q4 		$1.56M Buy
24,209
+14,593
+152% +$977K 0.03% 442
2025
Q3 		$662K Sell
9,616
-23,192
-71% -$1.46M 0.02% 553
2025
Q2 		$1.82M Buy
+32,808
New +$1.56M 0.08% 283
2024
Q4 		$911K Buy
+20,636
New +$869K 0.08% 277

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vise Technologies's IBKR Position: Q2 2026 in Review

Vise Technologies increased its Interactive Brokers (IBKR) stake by 20% in Q2 2026, buying an estimated $398K and bringing the position to 28,986 shares worth $2.52M. The position accounts for 0.03% of the portfolio, ranked #462.

Vise Technologies first reported a position in IBKR in Q4 2024 and has held it in 6 quarters since. 1,119 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Vise Technologies held 28,986 shares of Interactive Brokers worth $2.52M as of Q2 2026.
  • Vise Technologies bought 4,777 Interactive Brokers shares in Q2 2026, an estimated $398K.
  • Interactive Brokers made up 0.03% of Vise Technologies's portfolio in Q2 2026, its #462 holding.
  • Vise Technologies first reported a position in Interactive Brokers in Q4 2024 and has held it in 6 quarters since.
  • 1,119 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.