Cerity Partners
IBKR icon

Cerity Partners’s Interactive Brokers IBKR Stock Holding History

Cerity Partners’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 		$2.26M Buy
33,721
+12,762
+61% +$911K ﹤0.01% 1418
2025
Q4 		$1.35M Buy
20,959
+9,566
+84% +$640K ﹤0.01% 1561
2025
Q3 		$784K Buy
11,393
+5,655
+99% +$356K ﹤0.01% 1716
2025
Q2 		$318K Buy
+5,738
New +$272K ﹤0.01% 2126
2025
Q1 		– Sell
-7,504
Closed -$275K – 2537
2024
Q4 		$275K Sell
7,504
-4,700
-39% -$198K ﹤0.01% 2081
2024
Q3 		$425K Buy
12,204
+4,584
+60% +$142K ﹤0.01% 1862
2024
Q2 		$234K Sell
7,620
-1,680
-18% -$50.1K ﹤0.01% 1952
2024
Q1 		$260K Buy
+9,300
New +$232K ﹤0.01% 1951

Other funds holding IBKR

BlackRock
BlackRock New York $5.72T 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

Cerity Partners's IBKR Position: Q1 2026 in Review

Cerity Partners increased its Interactive Brokers (IBKR) stake by 61% in Q1 2026, buying an estimated $911K and bringing the position to 33,721 shares worth $2.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

Cerity Partners first reported a position in IBKR in Q1 2024 and has held it in 8 quarters since. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Cerity Partners held 33,721 shares of Interactive Brokers worth $2.26M as of Q1 2026.
  • Cerity Partners bought 12,762 Interactive Brokers shares in Q1 2026, an estimated $911K.
  • Interactive Brokers made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1418 holding.
  • Cerity Partners first reported a position in Interactive Brokers in Q1 2024 and has held it in 8 quarters since.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.