Everence Capital Management’s Interactive Brokers IBKR Stock Holding History

Everence Capital Management’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	$1.71M	Hold	25,416	–	–	0.1%	165
2025 Q4	$1.64M	Sell	25,416 -5,663	-18%	-$379K	0.1%	163
2025 Q3	$2.14M	Buy	31,079 +5,559	+22%	+$350K	0.13%	132
2025 Q2	$1.41M	Hold	25,520	–	–	0.09%	185
2025 Q1	$1.06M	Buy	+25,520	New	+$1.26M	0.07%	220
2018 Q1	–	Sell	-19,920	Closed	-$295K	–	430
2017 Q4	$295K	Hold	19,920	–	–	0.06%	305
2017 Q3	$224K	Buy	+19,920	New	+$203K	0.05%	335

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 $15.1B AUM 23.54% 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

Everence Capital Management's IBKR Position: Q1 2026 in Review

Everence Capital Management held its Interactive Brokers (IBKR) position steady in Q1 2026 at 25,416 shares worth $1.71M. The position accounts for 0.1% of the portfolio, ranked #165.

Everence Capital Management first reported a position in IBKR in Q3 2017 and has held it in 7 quarters since. The position peaked at $2.14M in Q3 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

Everence Capital Management held 25,416 shares of Interactive Brokers worth $1.71M as of Q1 2026.
Everence Capital Management left its Interactive Brokers share count unchanged in Q1 2026.
Interactive Brokers made up 0.1% of Everence Capital Management's portfolio in Q1 2026, its #165 holding.
Everence Capital Management first reported a position in Interactive Brokers in Q3 2017 and has held it in 7 quarters since.
Everence Capital Management's Interactive Brokers position peaked at $2.14M in Q3 2025.
993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.