ABLE Financial Group’s Interactive Brokers IBKR Stock Holding History

ABLE Financial Group’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	$651K	Buy	7,621 +1,141	+18%	+$104K	0.1%	121
2026 Q2	$564K	Sell	6,480 -1,380	-18%	-$115K	0.09%	134
2026 Q1	$527K	Buy	7,860 +1,380	+21%	+$98.5K	0.1%	131
2025 Q4	$417K	Sell	6,480 -1,603	-20%	-$107K	0.08%	140
2025 Q3	$556K	Buy	8,083 +1,603	+25%	+$101K	0.12%	119
2025 Q2	$359K	Sell	6,480 -1,808	-22%	-$85.8K	0.09%	142
2025 Q1	$343K	Buy	8,288 +1,808	+28%	+$89.6K	0.1%	138
2024 Q4	$286K	Sell	6,480 -2,368	-27%	-$100K	0.08%	152
2024 Q3	$308K	Buy	+8,848	New	+$274K	0.1%	144

Other funds holding IBKR

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

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

ABLE Financial Group's IBKR Position: Q3 2026 in Review

ABLE Financial Group increased its Interactive Brokers (IBKR) stake by 18% in Q3 2026, buying an estimated $104K and bringing the position to 7,621 shares worth $651K. The position accounts for 0.1% of the portfolio, ranked #121.

ABLE Financial Group first reported a position in IBKR in Q3 2024 and has held it in 9 quarters since. 363 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

ABLE Financial Group held 7,621 shares of Interactive Brokers worth $651K as of Q3 2026.
ABLE Financial Group bought 1,141 Interactive Brokers shares in Q3 2026, an estimated $104K.
Interactive Brokers made up 0.1% of ABLE Financial Group's portfolio in Q3 2026, its #121 holding.
ABLE Financial Group first reported a position in Interactive Brokers in Q3 2024 and has held it in 9 quarters since.
363 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.