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Altshuler Shaham’s Interactive Brokers IBKR Stock Holding History

Altshuler Shaham’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 		$1.94M Buy
28,933
+12,933
+81% +$923K 0.04% 92
2025
Q4 		$1.03M Hold
16,000
– – 0.02% 94
2025
Q3 		$1.1M Sell
16,000
-4,000
-20% -$252K 0.02% 80
2025
Q2 		$1.11M Hold
20,000
– – 0.04% 74
2025
Q1 		$828K Buy
+20,000
New +$991K 0.02% 67

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

Altshuler Shaham's IBKR Position: Q1 2026 in Review

Altshuler Shaham increased its Interactive Brokers (IBKR) stake by 81% in Q1 2026, buying an estimated $923K and bringing the position to 28,933 shares worth $1.94M. The position accounts for 0.04% of the portfolio, ranked #92.

Altshuler Shaham first reported a position in IBKR in Q1 2025 and has held it in 5 quarters since. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Altshuler Shaham held 28,933 shares of Interactive Brokers worth $1.94M as of Q1 2026.
  • Altshuler Shaham bought 12,933 Interactive Brokers shares in Q1 2026, an estimated $923K.
  • Interactive Brokers made up 0.04% of Altshuler Shaham's portfolio in Q1 2026, its #92 holding.
  • Altshuler Shaham first reported a position in Interactive Brokers in Q1 2025 and has held it in 5 quarters since.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Altshuler Shaham's 13F filing for Q1 2026, filed 18 May 2026.