CA
IBKR icon

CSM Advisors’s Interactive Brokers IBKR Stock Holding History

CSM 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 		$4.68M Buy
+69,834
New +$4.98M 0.12% 204

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

CSM Advisors's IBKR Position: Q1 2026 in Review

CSM Advisors opened a new position in Interactive Brokers (IBKR) in Q1 2026: 69,834 shares worth $4.68M. The stake represents 0.12% of the portfolio and ranks #204 among its holdings.

993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • CSM Advisors held 69,834 shares of Interactive Brokers worth $4.68M as of Q1 2026.
  • Interactive Brokers was a new CSM Advisors position in Q1 2026.
  • Interactive Brokers made up 0.12% of CSM Advisors's portfolio in Q1 2026, its #204 holding.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.