Baird Financial Group
IBKR icon

Baird Financial Group’s Interactive Brokers IBKR Stock Holding History

Baird 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 		$3.4M Sell
50,752
-47,809
-49% -$3.41M 0.01% 863
2025
Q4 		$6.34M Sell
98,561
-4,639
-4% -$311K 0.01% 668
2025
Q3 		$7.1M Sell
103,200
-6,007
-6% -$378K 0.01% 635
2025
Q2 		$6.05M Buy
109,207
+88,807
+435% +$4.21M 0.01% 659
2025
Q1 		$845K Sell
20,400
-7,648
-27% -$379K ﹤0.01% 1234
2024
Q4 		$1.24M Sell
28,048
-1,672
-6% -$70.4K ﹤0.01% 1111
2024
Q3 		$1.04M Buy
29,720
+148
+0.5% +$4.58K ﹤0.01% 1164
2024
Q2 		$906K Buy
29,572
+160
+0.5% +$4.77K ﹤0.01% 1200
2024
Q1 		$821K Buy
+29,412
New +$732K ﹤0.01% 1217

Other funds holding IBKR

BlackRock
BlackRock New York $5.7T 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