Capital Analysts LLC’s Interactive Brokers IBKR Stock Holding History

Capital Analysts LLC’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	$22K	Sell	335 -112	-25%	-$7.99K	﹤0.01%	1112
2025 Q4	$29K	Sell	447 -17	-4%	-$1.14K	﹤0.01%	1029
2025 Q3	$31K	Hold	464	–	–	﹤0.01%	970
2025 Q2	$26K	Hold	464	–	–	﹤0.01%	947
2025 Q1	$19K	Hold	464	–	–	﹤0.01%	1011
2024 Q4	$20K	Hold	464	–	–	﹤0.01%	940
2024 Q3	$16K	Buy	+464	New	+$14.4K	﹤0.01%	939
2023 Q4	–	Sell	-44	Closed	-$1K	–	1160
2023 Q3	$1K	Buy	+44	New	+$979	﹤0.01%	1107

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

Capital Analysts LLC's IBKR Position: Q1 2026 in Review

Capital Analysts LLC reduced its Interactive Brokers (IBKR) stake by 25% in Q1 2026, selling an estimated $7.99K and leaving 335 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #1112.

Capital Analysts LLC first reported a position in IBKR in Q3 2023 and has held it in 8 quarters since. The position peaked at $31K in Q3 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

Capital Analysts LLC held 335 shares of Interactive Brokers worth $22K as of Q1 2026.
Capital Analysts LLC sold 112 Interactive Brokers shares in Q1 2026, an estimated $7.99K.
Interactive Brokers made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1112 holding.
Capital Analysts LLC first reported a position in Interactive Brokers in Q3 2023 and has held it in 8 quarters since.
Capital Analysts LLC's Interactive Brokers position peaked at $31K in Q3 2025.
993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.