EH
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Equitable Holdings’s Interactive Brokers IBKR Stock Holding History

Equitable Holdings’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 		$966K Sell
15,028
-25,662
-63% -$1.83M 0.01% 987
2025
Q4 		$2.62M Buy
40,690
+9,497
+30% +$636K 0.02% 550
2025
Q3 		$2.15M Buy
31,193
+12,522
+67% +$788K 0.02% 592
2025
Q2 		$1.03M Buy
18,671
+12,251
+191% +$581K 0.01% 785
2025
Q1 		$266K Buy
+6,420
New +$318K ﹤0.01% 1140

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

Equitable Holdings's IBKR Position: Q1 2026 in Review

Equitable Holdings reduced its Interactive Brokers (IBKR) stake by 63% in Q1 2026, selling an estimated $1.83M and leaving 15,028 shares worth $966K. The position accounts for 0.01% of the portfolio, ranked #987.

Equitable Holdings first reported a position in IBKR in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.62M in Q4 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Equitable Holdings held 15,028 shares of Interactive Brokers worth $966K as of Q1 2026.
  • Equitable Holdings sold 25,662 Interactive Brokers shares in Q1 2026, an estimated $1.83M.
  • Interactive Brokers made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #987 holding.
  • Equitable Holdings first reported a position in Interactive Brokers in Q1 2025 and has held it in 5 quarters since.
  • Equitable Holdings's Interactive Brokers position peaked at $2.62M in Q4 2025.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.