Align Financial’s Interactive Brokers IBKR Stock Holding History

Align Financial’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	$683	Buy	+8	New	+$732	﹤0.01%	440

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 30.35% 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

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

Align Financial's IBKR Position: Q3 2026 in Review

Align Financial opened a new position in Interactive Brokers (IBKR) in Q3 2026: 8 shares worth $683. The stake represents ﹤0.01% of the portfolio and ranks #440 among its holdings.

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

Align Financial held 8 shares of Interactive Brokers worth $683 as of Q3 2026.
Interactive Brokers was a new Align Financial position in Q3 2026.
Interactive Brokers made up ﹤0.01% of Align Financial's portfolio in Q3 2026, its #440 holding.
184 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on Align Financial's 13F filing for Q3 2026, filed 16 Oct 2026.