Addison Advisors
IBKR icon

Addison Advisors’s Interactive Brokers IBKR Stock Holding History

Addison Advisors’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 		$8.88K Hold
104
– – ﹤0.01% 445
2026
Q2 		$9.05K Hold
104
– – ﹤0.01% 424
2026
Q1 		$6.98K Hold
104
– – ﹤0.01% 694
2025
Q4 		$6.69K Buy
+104
New +$6.96K ﹤0.01% 669

Other funds holding IBKR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Addison Advisors's IBKR Position: Q3 2026 in Review

Addison Advisors held its Interactive Brokers (IBKR) position steady in Q3 2026 at 104 shares worth $8.88K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Addison Advisors first reported a position in IBKR in Q4 2025 and has held it in 4 quarters since. The position peaked at $9.05K in Q2 2026. 586 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

  • Addison Advisors held 104 shares of Interactive Brokers worth $8.88K as of Q3 2026.
  • Addison Advisors left its Interactive Brokers share count unchanged in Q3 2026.
  • Interactive Brokers made up ﹤0.01% of Addison Advisors's portfolio in Q3 2026, its #445 holding.
  • Addison Advisors first reported a position in Interactive Brokers in Q4 2025 and has held it in 4 quarters since.
  • Addison Advisors's Interactive Brokers position peaked at $9.05K in Q2 2026.
  • 586 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on Addison Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.