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Concurrent Investment Advisors’s Interactive Brokers IBKR Stock Holding History

Concurrent 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 		– Sell
-100
Closed -$6.43K – 1980
2025
Q4 		$6.43K Hold
100
– – ﹤0.01% 1773
2025
Q3 		$6.88K Buy
+100
New +$6.29K ﹤0.01% 1489

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

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

Concurrent Investment Advisors increased its Interactive Brokers (IBKR) stake by 15% in Q1 2026, buying an estimated $258K and bringing the position to 27,643 shares worth $1.85M. The position accounts for 0.02% of the portfolio, ranked #648.

Concurrent Investment Advisors first reported a position in IBKR in Q4 2023 and has held it in 10 quarters since. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Concurrent Investment Advisors held 27,643 shares of Interactive Brokers worth $1.85M as of Q1 2026.
  • Concurrent Investment Advisors bought 3,608 Interactive Brokers shares in Q1 2026, an estimated $258K.
  • Interactive Brokers made up 0.02% of Concurrent Investment Advisors's portfolio in Q1 2026, its #648 holding.
  • Concurrent Investment Advisors first reported a position in Interactive Brokers in Q4 2023 and has held it in 10 quarters since.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.