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WhitTier Trust Company’s Interactive Brokers IBKR Stock Holding History

WhitTier Trust Company’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 		$272K Sell
2,879
-139
-5% -$11.6K 0.01% 473
2026
Q1 		$207K Buy
3,018
+446
+17% +$31.8K ﹤0.01% 494
2025
Q4 		$187K Hold
2,572
– – ﹤0.01% 491
2025
Q3 		$181K Buy
2,572
+1,032
+67% +$64.9K ﹤0.01% 484
2025
Q2 		$85.3K Sell
1,540
-904
-37% -$42.9K ﹤0.01% 658
2025
Q1 		$101K Sell
2,444
-312
-11% -$15.5K ﹤0.01% 618
2024
Q4 		$122K Sell
2,756
-20
-0.7% -$842 ﹤0.01% 572
2024
Q3 		$96.7K Sell
2,776
-40
-1% -$1.24K ﹤0.01% 603
2024
Q2 		$86.3K Buy
2,816
+1,512
+116% +$45.1K ﹤0.01% 585
2024
Q1 		$36.4K Hold
1,304
– – ﹤0.01% 740
2023
Q4 		$27K Sell
1,304
-500
-28% -$10.2K ﹤0.01% 782
2023
Q3 		$39K Sell
1,804
-488
-21% -$10.9K ﹤0.01% 692
2023
Q2 		$47.6K Hold
2,292
– – ﹤0.01% 688
2023
Q1 		$47.3K Buy
2,292
+716
+45% +$14.6K ﹤0.01% 671
2022
Q4 		$28.5K Hold
1,576
– – ﹤0.01% 777
2022
Q3 		$25K Buy
1,576
+96
+6% +$1.48K ﹤0.01% 779
2022
Q2 		$20K Buy
1,480
+960
+185% +$14.3K ﹤0.01% 815
2022
Q1 		$9K Buy
+520
New +$8.96K ﹤0.01% 946

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

WhitTier Trust Company's IBKR Position: Q2 2026 in Review

WhitTier Trust Company reduced its Interactive Brokers (IBKR) stake by 4.6% in Q2 2026, selling an estimated $11.6K and leaving 2,879 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #473.

WhitTier Trust Company first reported a position in IBKR in Q1 2022 and has held it in 18 quarters since. 1,117 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • WhitTier Trust Company held 2,879 shares of Interactive Brokers worth $272K as of Q2 2026.
  • WhitTier Trust Company sold 139 Interactive Brokers shares in Q2 2026, an estimated $11.6K.
  • Interactive Brokers made up 0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #473 holding.
  • WhitTier Trust Company first reported a position in Interactive Brokers in Q1 2022 and has held it in 18 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.