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Wright Investors Service’s Interactive Brokers IBKR Stock Holding History

Wright Investors Service’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 		$1.35M Buy
15,482
+6,167
+66% +$513K 0.37% 72
2026
Q1 		$625K Sell
9,315
-297
-3% -$21.2K 0.2% 102
2025
Q4 		$618K Sell
9,612
-23
-0.2% -$1.54K 0.19% 99
2025
Q3 		$663K Buy
+9,635
New +$606K 0.19% 98
2023
Q2 		– Sell
-47,520
Closed -$981K – 156
2023
Q1 		$981K Sell
47,520
-788
-2% -$16K 0.28% 94
2022
Q4 		$874K Buy
+48,308
New +$902K 0.25% 103
2019
Q1 		– Sell
-18,220
Closed -$249K – 155
2018
Q4 		$249K Buy
+18,220
New +$243K 0.11% 127

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

Wright Investors Service's IBKR Position: Q2 2026 in Review

Wright Investors Service increased its Interactive Brokers (IBKR) stake by 66% in Q2 2026, buying an estimated $513K and bringing the position to 15,482 shares worth $1.35M. The position accounts for 0.37% of the portfolio, ranked #72.

Wright Investors Service first reported a position in IBKR in Q4 2018 and has held it in 7 quarters since. 1,117 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Wright Investors Service held 15,482 shares of Interactive Brokers worth $1.35M as of Q2 2026.
  • Wright Investors Service bought 6,167 Interactive Brokers shares in Q2 2026, an estimated $513K.
  • Interactive Brokers made up 0.37% of Wright Investors Service's portfolio in Q2 2026, its #72 holding.
  • Wright Investors Service first reported a position in Interactive Brokers in Q4 2018 and has held it in 7 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Wright Investors Service's 13F filing for Q2 2026, filed 5 Aug 2026.