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Custom Index Systems’s Interactive Brokers IBKR Stock Holding History

Custom Index Systems’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 		$459K Sell
6,843
-274
-4% -$19.6K 0.2% 139
2025
Q4 		$458K Sell
7,117
-4,640
-39% -$311K 0.2% 142
2025
Q3 		$809K Buy
+11,757
New +$740K 0.24% 114

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

Custom Index Systems's IBKR Position: Q1 2026 in Review

Custom Index Systems reduced its Interactive Brokers (IBKR) stake by 3.8% in Q1 2026, selling an estimated $19.6K and leaving 6,843 shares worth $459K. The position accounts for 0.2% of the portfolio, ranked #139.

Custom Index Systems first reported a position in IBKR in Q3 2025 and has held it in 3 quarters since. The position peaked at $809K in Q3 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Custom Index Systems held 6,843 shares of Interactive Brokers worth $459K as of Q1 2026.
  • Custom Index Systems sold 274 Interactive Brokers shares in Q1 2026, an estimated $19.6K.
  • Interactive Brokers made up 0.2% of Custom Index Systems's portfolio in Q1 2026, its #139 holding.
  • Custom Index Systems first reported a position in Interactive Brokers in Q3 2025 and has held it in 3 quarters since.
  • Custom Index Systems's Interactive Brokers position peaked at $809K in Q3 2025.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.