CAL
IBKR icon

Capital Advisors Ltd’s Interactive Brokers IBKR Stock Holding History

Capital Advisors Ltd’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 		$3K Hold
44
– – ﹤0.01% 1040
2025
Q4 		$3K Hold
44
– – ﹤0.01% 1020
2025
Q3 		$3K Hold
44
– – ﹤0.01% 1006
2025
Q2 		$2K Hold
44
– – ﹤0.01% 1071
2025
Q1 		$2K Hold
44
– – ﹤0.01% 1063
2024
Q4 		$2K Hold
44
– – ﹤0.01% 1081
2024
Q3 		$2K Sell
44
-4
-8% -$124 ﹤0.01% 1070
2024
Q2 		$1K Hold
48
– – ﹤0.01% 1210
2024
Q1 		$1K Buy
48
+20
+71% +$498 ﹤0.01% 1196
2023
Q4 		$1K Hold
28
– – ﹤0.01% 1153
2023
Q3 		$1K Hold
28
– – ﹤0.01% 1146
2023
Q2 		$1K Hold
28
– – ﹤0.01% 1155
2023
Q1 		$1K Sell
28
-8
-22% -$163 ﹤0.01% 1046
2022
Q4 		$1K Sell
36
-56
-61% -$1.05K ﹤0.01% 1015
2022
Q3 		$1K Sell
92
-4
-4% -$62 ﹤0.01% 1034
2022
Q2 		$1K Buy
96
+76
+380% +$1.13K ﹤0.01% 804
2022
Q1 		$0 Buy
+20
New +$344 ﹤0.01% 1042

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