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Choreo LLC’s Interactive Brokers IBKR Stock Holding History

Choreo 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 		$304K Buy
4,526
+291
+7% +$20.8K ﹤0.01% 1246
2025
Q4 		$275K Sell
4,235
-25
-0.6% -$1.67K ﹤0.01% 1269
2025
Q3 		$304K Sell
4,260
-570
-12% -$35.9K ﹤0.01% 1217
2025
Q2 		$279K Buy
+4,830
New +$229K ﹤0.01% 1226
2025
Q1 		– Sell
-6,672
Closed -$299K – 1531
2024
Q4 		$299K Buy
6,672
+760
+13% +$32K ﹤0.01% 1192
2024
Q3 		$204K Buy
+5,912
New +$183K ﹤0.01% 1457

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

Choreo LLC's IBKR Position: Q1 2026 in Review

Choreo LLC increased its Interactive Brokers (IBKR) stake by 6.9% in Q1 2026, buying an estimated $20.8K and bringing the position to 4,526 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #1246.

Choreo LLC first reported a position in IBKR in Q3 2024 and has held it in 6 quarters since. The position peaked at $304K in Q3 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Choreo LLC held 4,526 shares of Interactive Brokers worth $304K as of Q1 2026.
  • Choreo LLC bought 291 Interactive Brokers shares in Q1 2026, an estimated $20.8K.
  • Interactive Brokers made up ﹤0.01% of Choreo LLC's portfolio in Q1 2026, its #1246 holding.
  • Choreo LLC first reported a position in Interactive Brokers in Q3 2024 and has held it in 6 quarters since.
  • Choreo LLC's Interactive Brokers position peaked at $304K in Q3 2025.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.