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EP Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

EP Wealth 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 		$206K Buy
+3,069
New +$219K ﹤0.01% 1399

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

EP Wealth Advisors's IBKR Position: Q1 2026 in Review

EP Wealth Advisors opened a new position in Interactive Brokers (IBKR) in Q1 2026: 3,069 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #1399 among its holdings.

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

  • EP Wealth Advisors held 3,069 shares of Interactive Brokers worth $206K as of Q1 2026.
  • Interactive Brokers was a new EP Wealth Advisors position in Q1 2026.
  • Interactive Brokers made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1399 holding.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.