WSFG
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Wall Street Financial Group’s Interactive Brokers IBKR Stock Holding History

Wall Street Financial Group’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 		– Sell
-716
Closed -$48K – 354
2026
Q1 		$48K Buy
+716
New +$51.1K 0.03% 323

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Wall Street Financial Group's IBKR Position: Q2 2026 in Review

Wall Street Financial Group sold out of Interactive Brokers (IBKR) in Q2 2026, closing a stake of 716 shares — an estimated $48K sold.

Wall Street Financial Group first reported a position in IBKR in Q1 2026 and held it in 1 quarter. The position peaked at $48K in Q1 2026. 584 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Wall Street Financial Group reported no remaining Interactive Brokers position as of Q2 2026 after selling out during the quarter.
  • Wall Street Financial Group sold 716 Interactive Brokers shares in Q2 2026, an estimated $48K.
  • Wall Street Financial Group first reported a position in Interactive Brokers in Q1 2026 and held it in 1 quarter.
  • Wall Street Financial Group's Interactive Brokers position peaked at $48K in Q1 2026.
  • 584 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Wall Street Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.