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Atomi Financial Group’s Interactive Brokers IBKR Stock Holding History

Atomi Financial Group’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 		$1.54M Sell
22,975
-1,870
-8% -$133K 0.05% 302
2025
Q4 		$1.6M Sell
24,845
-616
-2% -$41.2K 0.05% 275
2025
Q3 		$1.75M Sell
25,461
-59
-0.2% -$3.71K 0.06% 227
2025
Q2 		$1.41M Buy
25,520
+2,384
+10% +$113K 0.05% 251
2025
Q1 		$958K Buy
23,136
+248
+1% +$12.3K 0.04% 320
2024
Q4 		$1.01M Buy
22,888
+1,936
+9% +$81.5K 0.05% 266
2024
Q3 		$730K Buy
20,952
+244
+1% +$7.55K 0.05% 321
2024
Q2 		$635K Buy
20,708
+6,320
+44% +$189K 0.05% 318
2024
Q1 		$402K Buy
+14,388
New +$358K 0.04% 422

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

Atomi Financial Group's IBKR Position: Q1 2026 in Review

Atomi Financial Group reduced its Interactive Brokers (IBKR) stake by 7.5% in Q1 2026, selling an estimated $133K and leaving 22,975 shares worth $1.54M. The position accounts for 0.05% of the portfolio, ranked #302.

Atomi Financial Group first reported a position in IBKR in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.75M in Q3 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Atomi Financial Group held 22,975 shares of Interactive Brokers worth $1.54M as of Q1 2026.
  • Atomi Financial Group sold 1,870 Interactive Brokers shares in Q1 2026, an estimated $133K.
  • Interactive Brokers made up 0.05% of Atomi Financial Group's portfolio in Q1 2026, its #302 holding.
  • Atomi Financial Group first reported a position in Interactive Brokers in Q1 2024 and has held it in 9 quarters since.
  • Atomi Financial Group's Interactive Brokers position peaked at $1.75M in Q3 2025.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.