Capstone Investment Advisors
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Capstone Investment Advisors’s Interactive Brokers IBKR Stock Holding History

Capstone Investment Advisors’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 		$1.29M Buy
+19,200
New +$1.37M ﹤0.01% 771

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $665M AUM 25.91% 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

Capstone Investment Advisors's IBKR Position: Q1 2026 in Review

Capstone Investment Advisors sold out of Interactive Brokers (IBKR) in Q1 2026, closing a stake of 4,644 shares — an estimated $331K sold.

Capstone Investment Advisors first reported a position in IBKR in Q4 2016 and held it in 8 quarters. The position peaked at $4.68M in Q2 2021. 996 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Capstone Investment Advisors reported no remaining Interactive Brokers position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 4,644 Interactive Brokers shares in Q1 2026, an estimated $331K.
  • Capstone Investment Advisors first reported a position in Interactive Brokers in Q4 2016 and held it in 8 quarters.
  • Capstone Investment Advisors's Interactive Brokers position peaked at $4.68M in Q2 2021.
  • 996 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.