Brown, Lisle/Cummings’s Interactive Brokers IBKR Stock Holding History

Brown, Lisle/Cummings’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	$14.4K	Buy	+215	New	+$15.3K	﹤0.01%	513

Other funds holding IBKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Brown, Lisle/Cummings's IBKR Position: Q1 2026 in Review

Brown, Lisle/Cummings opened a new position in Interactive Brokers (IBKR) in Q1 2026: 215 shares worth $14.4K. The stake represents ﹤0.01% of the portfolio and ranks #513 among its holdings.

999 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

Brown, Lisle/Cummings held 215 shares of Interactive Brokers worth $14.4K as of Q1 2026.
Interactive Brokers was a new Brown, Lisle/Cummings position in Q1 2026.
Interactive Brokers made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #513 holding.
999 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.