Aviso Financial’s Interactive Brokers IBKR Stock Holding History

Aviso Financial’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	$1.28M	Sell	19,114 -2,939	-13%	-$210K	0.05%	139
2025 Q4	$1.42M	Sell	22,053 -168	-0.8%	-$11.2K	0.05%	127
2025 Q3	$1.53M	Sell	22,221 -3,184	-13%	-$200K	0.06%	121
2025 Q2	$1.41M	Sell	25,405 -487	-2%	-$23.1K	0.06%	126
2025 Q1	$1.07M	Sell	25,892 -7,360	-22%	-$365K	0.05%	141
2024 Q4	$1.47M	Sell	33,252 -8,448	-20%	-$356K	0.07%	117
2024 Q3	$1.45M	Sell	41,700 -1,780	-4%	-$55.1K	0.07%	116
2024 Q2	$1.33M	Buy	+43,480	New	+$1.3M	0.07%	110

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

Aviso Financial's IBKR Position: Q1 2026 in Review

Aviso Financial reduced its Interactive Brokers (IBKR) stake by 13% in Q1 2026, selling an estimated $210K and leaving 19,114 shares worth $1.28M. The position accounts for 0.05% of the portfolio, ranked #139.

Aviso Financial first reported a position in IBKR in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.53M in Q3 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

Aviso Financial held 19,114 shares of Interactive Brokers worth $1.28M as of Q1 2026.
Aviso Financial sold 2,939 Interactive Brokers shares in Q1 2026, an estimated $210K.
Interactive Brokers made up 0.05% of Aviso Financial's portfolio in Q1 2026, its #139 holding.
Aviso Financial first reported a position in Interactive Brokers in Q2 2024 and has held it in 8 quarters since.
Aviso Financial's Interactive Brokers position peaked at $1.53M in Q3 2025.
993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

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