STACKSTONE WEALTH, LLC’s Interactive Brokers IBKR Stock Holding History

STACKSTONE WEALTH, LLC’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	$3.19M	Buy	+37,347	New	+$3.42M	0.31%	81

Other funds holding IBKR

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Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

CCP

Crocodile Capital Partners Ursensollen, Germany $160M AUM 18.68% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

STACKSTONE WEALTH, LLC's IBKR Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Interactive Brokers (IBKR) in Q3 2026: 37,347 shares worth $3.19M. The stake represents 0.31% of the portfolio and ranks #81 among its holdings.

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

STACKSTONE WEALTH, LLC held 37,347 shares of Interactive Brokers worth $3.19M as of Q3 2026.
Interactive Brokers was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Interactive Brokers made up 0.31% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #81 holding.
143 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.