William Blair & Company
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William Blair & Company’s Interactive Brokers IBKR Stock Holding History

William Blair & 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 		$858K Buy
9,853
+5,404
+121% +$450K ﹤0.01% 1039
2026
Q1 		$298K Buy
4,449
+193
+5% +$13.8K ﹤0.01% 1341
2025
Q4 		$274K Sell
4,256
-148
-3% -$9.91K ﹤0.01% 1344
2025
Q3 		$303K Buy
4,404
+339
+8% +$21.3K ﹤0.01% 1302
2025
Q2 		$225K Buy
+4,065
New +$193K ﹤0.01% 1372

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State Street Boston, Massachusetts $3.38T AUM 44.17% 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

William Blair & Company's IBKR Position: Q2 2026 in Review

William Blair & Company increased its Interactive Brokers (IBKR) stake by 121% in Q2 2026, buying an estimated $450K and bringing the position to 9,853 shares worth $858K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

William Blair & Company first reported a position in IBKR in Q2 2025 and has held it in 5 quarters since. 1,118 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • William Blair & Company held 9,853 shares of Interactive Brokers worth $858K as of Q2 2026.
  • William Blair & Company bought 5,404 Interactive Brokers shares in Q2 2026, an estimated $450K.
  • Interactive Brokers made up ﹤0.01% of William Blair & Company's portfolio in Q2 2026, its #1039 holding.
  • William Blair & Company first reported a position in Interactive Brokers in Q2 2025 and has held it in 5 quarters since.
  • 1,118 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.