Planning Strategies Inc.’s Interactive Brokers IBKR Stock Holding History

Planning Strategies Inc.’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	$2.96K	Buy	+34	New	+$2.83K	﹤0.01%	498

Other funds holding IBKR

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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Planning Strategies Inc.'s IBKR Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Interactive Brokers (IBKR) in Q2 2026: 34 shares worth $2.96K. The stake represents ﹤0.01% of the portfolio and ranks #498 among its holdings.

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

Planning Strategies Inc. held 34 shares of Interactive Brokers worth $2.96K as of Q2 2026.
Interactive Brokers was a new Planning Strategies Inc. position in Q2 2026.
Interactive Brokers made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #498 holding.
330 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.