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Whittier Trust’s Interactive Brokers IBKR Stock Holding History

Whittier Trust’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 		$139K Buy
1,448
+45
+3% +$3.75K ﹤0.01% 687
2026
Q1 		$96.3K Sell
1,403
-517
-27% -$36.9K ﹤0.01% 716
2025
Q4 		$140K Hold
1,920
– – ﹤0.01% 672
2025
Q3 		$135K Hold
1,920
– – ﹤0.01% 665
2025
Q2 		$106K Buy
1,920
+656
+52% +$31.1K ﹤0.01% 781
2025
Q1 		$52.3K Hold
1,264
– – ﹤0.01% 925
2024
Q4 		$55.8K Buy
1,264
+1,052
+496% +$44.3K ﹤0.01% 921
2024
Q3 		$7.38K Buy
+212
New +$6.57K ﹤0.01% 1322
2023
Q4 		– Sell
-300
Closed -$6.49K – 1583
2023
Q3 		$6.49K Buy
+300
New +$6.67K ﹤0.01% 1330

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's IBKR Position: Q2 2026 in Review

Whittier Trust increased its Interactive Brokers (IBKR) stake by 3.2% in Q2 2026, buying an estimated $3.75K and bringing the position to 1,448 shares worth $139K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

Whittier Trust first reported a position in IBKR in Q3 2023 and has held it in 9 quarters since. The position peaked at $140K in Q4 2025. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Whittier Trust held 1,448 shares of Interactive Brokers worth $139K as of Q2 2026.
  • Whittier Trust bought 45 Interactive Brokers shares in Q2 2026, an estimated $3.75K.
  • Interactive Brokers made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #687 holding.
  • Whittier Trust first reported a position in Interactive Brokers in Q3 2023 and has held it in 9 quarters since.
  • Whittier Trust's Interactive Brokers position peaked at $140K in Q4 2025.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

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