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Avion Wealth’s Interactive Brokers IBKR Stock Holding History

Avion Wealth’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
Q3 		$9K Buy
110
+11
+11% +$1.01K ﹤0.01% 605
2026
Q2 		$8K Buy
99
+22
+29% +$1.83K ﹤0.01% 657
2026
Q1 		$5K Buy
77
+24
+45% +$1.71K ﹤0.01% 670
2025
Q4 		$3K Sell
53
-7
-12% -$469 ﹤0.01% 787
2025
Q3 		$4K Buy
60
+12
+25% +$755 ﹤0.01% 697
2025
Q2 		$2K Buy
48
+40
+500% +$1.9K ﹤0.01% 811
2025
Q1 		$0 Buy
+8
New +$396 ﹤0.01% 1184
2024
Q3 		– Sell
-76
Closed -$2K – 1162
2024
Q2 		$2K Hold
76
– – ﹤0.01% 617
2024
Q1 		$3K Hold
76
– – ﹤0.01% 568
2023
Q4 		$2K Sell
76
-24
-24% -$491 ﹤0.01% 577
2023
Q3 		$2K Buy
100
+24
+32% +$534 ﹤0.01% 483
2023
Q2 		$1K Hold
76
– – ﹤0.01% 587
2023
Q1 		$1K Hold
76
– – ﹤0.01% 449
2022
Q4 		$1K Hold
76
– – ﹤0.01% 422
2022
Q3 		$1K Hold
76
– – ﹤0.01% 461
2022
Q2 		$1K Buy
+76
New +$1.13K ﹤0.01% 456

Other funds holding IBKR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Avion Wealth's IBKR Position: Q3 2026 in Review

Avion Wealth increased its Interactive Brokers (IBKR) stake by 11% in Q3 2026, buying an estimated $1.01K and bringing the position to 110 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

Avion Wealth first reported a position in IBKR in Q2 2022 and has held it in 16 quarters since. 653 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

  • Avion Wealth held 110 shares of Interactive Brokers worth $9K as of Q3 2026.
  • Avion Wealth bought 11 Interactive Brokers shares in Q3 2026, an estimated $1.01K.
  • Interactive Brokers made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #605 holding.
  • Avion Wealth first reported a position in Interactive Brokers in Q2 2022 and has held it in 16 quarters since.
  • 653 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.