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Evelyn Partners Investment Management Services’s Interactive Brokers IBKR Stock Holding History

Evelyn Partners Investment Management Services’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 		$21.3K Hold
317
– – ﹤0.01% 223
2025
Q4 		$20.4K Buy
317
+10
+3% +$669 ﹤0.01% 213
2025
Q3 		$21.1K Buy
307
+75
+32% +$4.72K ﹤0.01% 219
2025
Q2 		$12.9K Buy
+232
New +$11K ﹤0.01% 219

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 $665M AUM 25.91% 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

Evelyn Partners Investment Management Services's IBKR Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its Interactive Brokers (IBKR) position steady in Q1 2026 at 317 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #223.

Evelyn Partners Investment Management Services first reported a position in IBKR in Q2 2025 and has held it in 4 quarters since. 994 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Evelyn Partners Investment Management Services held 317 shares of Interactive Brokers worth $21.3K as of Q1 2026.
  • Evelyn Partners Investment Management Services left its Interactive Brokers share count unchanged in Q1 2026.
  • Interactive Brokers made up ﹤0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #223 holding.
  • Evelyn Partners Investment Management Services first reported a position in Interactive Brokers in Q2 2025 and has held it in 4 quarters since.
  • 994 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.