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Cornerstone Capital’s Interactive Brokers IBKR Stock Holding History

Cornerstone Capital’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 		$241K Hold
3,600
– – 0.02% 108
2025
Q4 		$232K Hold
3,600
– – 0.02% 99
2025
Q3 		$248K Sell
3,600
-1,100
-23% -$69.2K 0.02% 95
2025
Q2 		$260K Buy
+4,700
New +$223K 0.03% 90
2025
Q1 		– Sell
-4,700
Closed -$208K – 101
2024
Q4 		$208K Buy
+4,700
New +$198K 0.02% 99

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 $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

Cornerstone Capital's IBKR Position: Q1 2026 in Review

Cornerstone Capital held its Interactive Brokers (IBKR) position steady in Q1 2026 at 3,600 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #108.

Cornerstone Capital first reported a position in IBKR in Q4 2024 and has held it in 5 quarters since. The position peaked at $260K in Q2 2025. 994 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Cornerstone Capital held 3,600 shares of Interactive Brokers worth $241K as of Q1 2026.
  • Cornerstone Capital left its Interactive Brokers share count unchanged in Q1 2026.
  • Interactive Brokers made up 0.02% of Cornerstone Capital's portfolio in Q1 2026, its #108 holding.
  • Cornerstone Capital first reported a position in Interactive Brokers in Q4 2024 and has held it in 5 quarters since.
  • Cornerstone Capital's Interactive Brokers position peaked at $260K in Q2 2025.
  • 994 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Cornerstone Capital's 13F filing for Q1 2026, filed 12 May 2026.