American Investment Services’s Interactive Brokers IBKR Stock Holding History

American Investment Services’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	$671K	Buy	+10,000	New	+$714K	0.15%	82

Other funds holding IBKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Investment Services's IBKR Position: Q1 2026 in Review

American Investment Services opened a new position in Interactive Brokers (IBKR) in Q1 2026: 10,000 shares worth $671K. The stake represents 0.15% of the portfolio and ranks #82 among its holdings.

993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

American Investment Services held 10,000 shares of Interactive Brokers worth $671K as of Q1 2026.
Interactive Brokers was a new American Investment Services position in Q1 2026.
Interactive Brokers made up 0.15% of American Investment Services's portfolio in Q1 2026, its #82 holding.
993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on American Investment Services's 13F filing for Q1 2026, filed 13 May 2026.