Bruce G. Allen Investments’s Interactive Brokers IBKR Stock Holding History

Bruce G. Allen Investments’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	$12.1K	Hold	180	–	–	0.01%	465
2025 Q4	$11.6K	Hold	180	–	–	0.01%	458
2025 Q3	$12.4K	Hold	180	–	–	0.01%	451
2025 Q2	$9.97K	Hold	180	–	–	0.01%	478
2025 Q1	$7.45K	Hold	180	–	–	0.01%	501
2024 Q4	$7.95K	Hold	180	–	–	0.01%	509
2024 Q3	$6.27K	Hold	180	–	–	﹤0.01%	545
2024 Q2	$5.52K	Sell	180 -308	-63%	-$9.19K	﹤0.01%	556
2024 Q1	$13.6K	Sell	488 -196	-29%	-$4.88K	0.01%	424
2023 Q4	$14.2K	Buy	+684	New	+$14K	0.01%	421

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

Bruce G. Allen Investments's IBKR Position: Q1 2026 in Review

Bruce G. Allen Investments held its Interactive Brokers (IBKR) position steady in Q1 2026 at 180 shares worth $12.1K. The position accounts for 0.01% of the portfolio, ranked #465.

Bruce G. Allen Investments first reported a position in IBKR in Q4 2023 and has held it in 10 quarters since. The position peaked at $14.2K in Q4 2023. 994 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

Bruce G. Allen Investments held 180 shares of Interactive Brokers worth $12.1K as of Q1 2026.
Bruce G. Allen Investments left its Interactive Brokers share count unchanged in Q1 2026.
Interactive Brokers made up 0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #465 holding.
Bruce G. Allen Investments first reported a position in Interactive Brokers in Q4 2023 and has held it in 10 quarters since.
Bruce G. Allen Investments's Interactive Brokers position peaked at $14.2K in Q4 2023.
994 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.