Cheviot Value Management’s Interactive Brokers IBKR Stock Holding History

Cheviot Value Management’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 Q3	$13.7K	Buy	+160	New	+$14.6K	﹤0.01%	301

Other funds holding IBKR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Cheviot Value Management's IBKR Position: Q3 2026 in Review

Cheviot Value Management opened a new position in Interactive Brokers (IBKR) in Q3 2026: 160 shares worth $13.7K. The stake represents ﹤0.01% of the portfolio and ranks #301 among its holdings.

653 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

Cheviot Value Management held 160 shares of Interactive Brokers worth $13.7K as of Q3 2026.
Interactive Brokers was a new Cheviot Value Management position in Q3 2026.
Interactive Brokers made up ﹤0.01% of Cheviot Value Management's portfolio in Q3 2026, its #301 holding.
653 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on Cheviot Value Management's 13F filing for Q3 2026, filed 9 Nov 2026.