Elo Mutual Pension Insurance’s Interactive Brokers IBKR Stock Holding History

Elo Mutual Pension Insurance’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	$1.63M	Sell	24,288 -5,556	-19%	-$397K	0.03%	408
2025 Q4	$1.92M	Buy	29,844 +12,691	+74%	+$850K	0.03%	388
2025 Q3	$1.18M	Sell	17,153 -13,785	-45%	-$867K	0.02%	480
2025 Q2	$1.71M	Sell	30,938 -14,106	-31%	-$669K	0.03%	342
2025 Q1	$1.86M	Buy	+45,044	New	+$2.23M	0.04%	328

Other funds holding IBKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Elo Mutual Pension Insurance's IBKR Position: Q1 2026 in Review

Elo Mutual Pension Insurance reduced its Interactive Brokers (IBKR) stake by 19% in Q1 2026, selling an estimated $397K and leaving 24,288 shares worth $1.63M. The position accounts for 0.03% of the portfolio, ranked #408.

Elo Mutual Pension Insurance first reported a position in IBKR in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.92M in Q4 2025. 994 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

Elo Mutual Pension Insurance held 24,288 shares of Interactive Brokers worth $1.63M as of Q1 2026.
Elo Mutual Pension Insurance sold 5,556 Interactive Brokers shares in Q1 2026, an estimated $397K.
Interactive Brokers made up 0.03% of Elo Mutual Pension Insurance's portfolio in Q1 2026, its #408 holding.
Elo Mutual Pension Insurance first reported a position in Interactive Brokers in Q1 2025 and has held it in 5 quarters since.
Elo Mutual Pension Insurance's Interactive Brokers position peaked at $1.92M in Q4 2025.
994 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q1 2026, filed 11 May 2026.