Stonebridge Financial Group, LLC/CA’s Interactive Brokers IBKR Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$4.65M	Buy	+53,458	New	+$4.45M	0.64%	35

Other funds holding IBKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

LCAM

London & Capital Asset Management London, United Kingdom $10.9B AUM 39.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's IBKR Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Interactive Brokers (IBKR) in Q2 2026: 53,458 shares worth $4.65M. The stake represents 0.64% of the portfolio and ranks #35 among its holdings.

869 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 53,458 shares of Interactive Brokers worth $4.65M as of Q2 2026.
Interactive Brokers was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
Interactive Brokers made up 0.64% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #35 holding.
869 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.