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Ancora Advisors’s Interactive Brokers IBKR Stock Holding History

Ancora 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
Q1 		$40.1K Buy
598
+297
+99% +$21.2K ﹤0.01% 1239
2025
Q4 		$19.4K Buy
301
+181
+151% +$12.1K ﹤0.01% 1574
2025
Q3 		$8.26K Hold
120
– – ﹤0.01% 1418
2025
Q2 		$6.65K Hold
120
– – ﹤0.01% 1445
2025
Q1 		$4.97K Hold
120
– – ﹤0.01% 1430
2024
Q4 		$5.3K Hold
120
– – ﹤0.01% 1454
2024
Q3 		$4.18K Hold
120
– – ﹤0.01% 1476
2024
Q2 		$3.68K Hold
120
– – ﹤0.01% 1490
2024
Q1 		$3.35K Buy
+120
New +$2.99K ﹤0.01% 1499

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

Ancora Advisors's IBKR Position: Q1 2026 in Review

Ancora Advisors increased its Interactive Brokers (IBKR) stake by 99% in Q1 2026, buying an estimated $21.2K and bringing the position to 598 shares worth $40.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

Ancora Advisors first reported a position in IBKR in Q1 2024 and has held it in 9 quarters since. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Ancora Advisors held 598 shares of Interactive Brokers worth $40.1K as of Q1 2026.
  • Ancora Advisors bought 297 Interactive Brokers shares in Q1 2026, an estimated $21.2K.
  • Interactive Brokers made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1239 holding.
  • Ancora Advisors first reported a position in Interactive Brokers in Q1 2024 and has held it in 9 quarters since.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.