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Wilmington Savings Fund Society’s Interactive Brokers IBKR Stock Holding History

Wilmington Savings Fund Society’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 		$39.3K Hold
452
– – ﹤0.01% 943
2026
Q1 		$30.3K Buy
+452
New +$32.3K ﹤0.01% 983
2025
Q3 		– Sell
-849
Closed -$47K – 1687
2025
Q2 		$47K Sell
849
-415
-33% -$19.7K ﹤0.01% 1249
2025
Q1 		$52.3K Sell
1,264
-84
-6% -$4.16K ﹤0.01% 1191
2024
Q4 		$59.5K Buy
1,348
+684
+103% +$28.8K ﹤0.01% 1189
2024
Q3 		$23.1K Buy
+664
New +$20.6K ﹤0.01% 1434

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

Wilmington Savings Fund Society's IBKR Position: Q2 2026 in Review

Wilmington Savings Fund Society held its Interactive Brokers (IBKR) position steady in Q2 2026 at 452 shares worth $39.3K. The position accounts for ﹤0.01% of the portfolio, ranked #943.

Wilmington Savings Fund Society first reported a position in IBKR in Q3 2024 and has held it in 6 quarters since. The position peaked at $59.5K in Q4 2024. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Wilmington Savings Fund Society held 452 shares of Interactive Brokers worth $39.3K as of Q2 2026.
  • Wilmington Savings Fund Society left its Interactive Brokers share count unchanged in Q2 2026.
  • Interactive Brokers made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #943 holding.
  • Wilmington Savings Fund Society first reported a position in Interactive Brokers in Q3 2024 and has held it in 6 quarters since.
  • Wilmington Savings Fund Society's Interactive Brokers position peaked at $59.5K in Q4 2024.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.