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Wellspring Financial Advisors’s Interactive Brokers IBKR Stock Holding History

Wellspring Financial Advisors’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 		$1.07M Sell
12,305
-20
-0.2% -$1.67K 0.07% 99
2026
Q1 		$827K Buy
12,325
+5,469
+80% +$390K 0.06% 117
2025
Q4 		$441K Buy
+6,856
New +$459K 0.03% 156

Other funds holding IBKR

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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Wellspring Financial Advisors's IBKR Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Interactive Brokers (IBKR) stake by 0.16% in Q2 2026, selling an estimated $1.67K and leaving 12,305 shares worth $1.07M. The position accounts for 0.07% of the portfolio, ranked #99.

Wellspring Financial Advisors first reported a position in IBKR in Q4 2025 and has held it in 3 quarters since. 240 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Wellspring Financial Advisors held 12,305 shares of Interactive Brokers worth $1.07M as of Q2 2026.
  • Wellspring Financial Advisors sold 20 Interactive Brokers shares in Q2 2026, an estimated $1.67K.
  • Interactive Brokers made up 0.07% of Wellspring Financial Advisors's portfolio in Q2 2026, its #99 holding.
  • Wellspring Financial Advisors first reported a position in Interactive Brokers in Q4 2025 and has held it in 3 quarters since.
  • 240 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.