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Avestar Capital’s Interactive Brokers IBKR Stock Holding History

Avestar Capital’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
2024
Q1 		– Sell
-80,400
Closed -$1.67M – 478
2023
Q4 		$1.67M Buy
+80,400
New +$1.65M 0.19% 78

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

Avestar Capital's IBKR Position: Q1 2026 in Review

Avestar Capital opened a new position in Interactive Brokers (IBKR) in Q1 2026: 3,030 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #483 among its holdings. This is a return to the name: Avestar Capital previously reported a position in IBKR as recently as Q3 2025.

Avestar Capital first reported a position in IBKR in Q1 2019 and has held it in 4 quarters since. The position peaked at $391K in Q4 2023. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Avestar Capital held 3,030 shares of Interactive Brokers worth $203K as of Q1 2026.
  • Interactive Brokers was a new Avestar Capital position in Q1 2026.
  • Interactive Brokers made up 0.01% of Avestar Capital's portfolio in Q1 2026, its #483 holding.
  • Avestar Capital first reported a position in Interactive Brokers in Q1 2019 and has held it in 4 quarters since.
  • Avestar Capital's Interactive Brokers position peaked at $391K in Q4 2023.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.