AWM
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AE Wealth Management’s Interactive Brokers IBKR Stock Holding History

AE Wealth Management’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
Q1 		$1.32M Buy
19,691
+2,160
+12% +$154K 0.01% 769
2025
Q4 		$1.13M Sell
17,531
-9,356
-35% -$626K 0.01% 766
2025
Q3 		$1.85M Sell
26,887
-3,299
-11% -$208K 0.01% 589
2025
Q2 		$1.67M Buy
30,186
+930
+3% +$44.1K 0.01% 575
2025
Q1 		$1.21M Sell
29,256
-872
-3% -$43.2K 0.01% 662
2024
Q4 		$1.33M Sell
30,128
-2,020
-6% -$85K 0.01% 642
2024
Q3 		$1.12M Sell
32,148
-184
-0.6% -$5.7K 0.01% 671
2024
Q2 		$991K Buy
32,332
+1,788
+6% +$53.4K 0.01% 705
2024
Q1 		$853K Sell
30,544
-79,544
-72% -$1.98M 0.01% 688
2023
Q4 		$2.52M Buy
110,088
+9,720
+10% +$199K 0.01% 827
2023
Q3 		$2.17M Buy
100,368
+3,592
+4% +$79.9K 0.01% 825
2023
Q2 		$2.01M Sell
96,776
-24,860
-20% -$490K 0.01% 845
2023
Q1 		$2.51M Buy
121,636
+103,416
+568% +$2.1M 0.02% 716
2022
Q4 		$330K Buy
+18,220
New +$340K ﹤0.01% 1469

Other funds holding IBKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AE Wealth Management's IBKR Position: Q1 2026 in Review

AE Wealth Management increased its Interactive Brokers (IBKR) stake by 12% in Q1 2026, buying an estimated $154K and bringing the position to 19,691 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #769.

AE Wealth Management first reported a position in IBKR in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.52M in Q4 2023. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • AE Wealth Management held 19,691 shares of Interactive Brokers worth $1.32M as of Q1 2026.
  • AE Wealth Management bought 2,160 Interactive Brokers shares in Q1 2026, an estimated $154K.
  • Interactive Brokers made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #769 holding.
  • AE Wealth Management first reported a position in Interactive Brokers in Q4 2022 and has held it in 14 quarters since.
  • AE Wealth Management's Interactive Brokers position peaked at $2.52M in Q4 2023.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.