William Mack & Associates
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William Mack & Associates’s Interactive Brokers IBKR Stock Holding History

William Mack & Associates’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
Q3 		$1.45K Buy
+17
New +$1.56K ﹤0.01% 625

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Geode Capital Management
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Greenwich Wealth Management
Greenwich Wealth Management Greenwich, Connecticut $3.09B AUM 22.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
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GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.4B AUM 28.28% 1-Year Est. Return
WWML
W1M Wealth Management Ltd London $11.5B AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

William Mack & Associates's IBKR Position: Q3 2026 in Review

William Mack & Associates opened a new position in Interactive Brokers (IBKR) in Q3 2026: 17 shares worth $1.45K. The stake represents ﹤0.01% of the portfolio and ranks #625 among its holdings.

922 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

  • William Mack & Associates held 17 shares of Interactive Brokers worth $1.45K as of Q3 2026.
  • Interactive Brokers was a new William Mack & Associates position in Q3 2026.
  • Interactive Brokers made up ﹤0.01% of William Mack & Associates's portfolio in Q3 2026, its #625 holding.
  • 922 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.