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Whitney & Co’s Interactive Brokers IBKR Stock Holding History

Whitney & Co’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 		$16.8M Buy
193,511
+2,134
+1% +$178K 1.23% 25
2026
Q1 		$12.8M Buy
191,377
+1,927
+1% +$138K 1.07% 32
2025
Q4 		$12.2M Buy
189,450
+894
+0.5% +$59.8K 0.97% 32
2025
Q3 		$13M Buy
188,556
+975
+0.5% +$61.3K 1.18% 28
2025
Q2 		$10.4M Buy
187,581
+1,261
+0.7% +$59.8K 1.03% 31
2025
Q1 		$7.71M Sell
186,320
-32,992
-15% -$1.63M 0.82% 46
2024
Q4 		$9.69M Buy
219,312
+5,132
+2% +$216K 1.02% 35
2024
Q3 		$7.46M Buy
214,180
+4,188
+2% +$130K 0.8% 46
2024
Q2 		$6.44M Buy
209,992
+9,932
+5% +$296K 0.74% 44
2024
Q1 		$5.59M Buy
+200,060
New +$4.98M 0.67% 47

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 $3.37T AUM 44.26% 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 $2.74B AUM 36.19% 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

Whitney & Co's IBKR Position: Q2 2026 in Review

Whitney & Co increased its Interactive Brokers (IBKR) stake by 1.1% in Q2 2026, buying an estimated $178K and bringing the position to 193,511 shares worth $16.8M. The position accounts for 1.23% of the portfolio, ranked #25.

Whitney & Co first reported a position in IBKR in Q1 2024 and has held it in 10 quarters since. 1,116 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Whitney & Co held 193,511 shares of Interactive Brokers worth $16.8M as of Q2 2026.
  • Whitney & Co bought 2,134 Interactive Brokers shares in Q2 2026, an estimated $178K.
  • Interactive Brokers made up 1.23% of Whitney & Co's portfolio in Q2 2026, its #25 holding.
  • Whitney & Co first reported a position in Interactive Brokers in Q1 2024 and has held it in 10 quarters since.
  • 1,116 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.