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Farther Finance Advisors’s Interactive Brokers IBKR Stock Holding History

Farther Finance 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 		$480K Sell
7,072
-4,209
-37% -$300K ﹤0.01% 1425
2025
Q4 		$725K Buy
11,281
+2,018
+22% +$135K 0.01% 1085
2025
Q3 		$637K Buy
9,263
+1,885
+26% +$119K 0.01% 953
2025
Q2 		$409K Buy
7,378
+4,906
+198% +$233K 0.01% 999
2025
Q1 		$107K Sell
2,472
-1,664
-40% -$82.5K ﹤0.01% 1510
2024
Q4 		$183K Buy
4,136
+896
+28% +$37.7K 0.01% 1027
2024
Q3 		$113K Buy
3,240
+2,440
+305% +$75.6K ﹤0.01% 1249
2024
Q2 		$25.4K Buy
800
+292
+57% +$8.71K ﹤0.01% 1703
2024
Q1 		$14.2K Hold
508
– – ﹤0.01% 1615
2023
Q4 		$10.5K Buy
508
+496
+4,133% +$10.2K ﹤0.01% 1583
2023
Q3 		$260 Hold
12
– – ﹤0.01% 2415
2023
Q2 		$249 Hold
12
– – ﹤0.01% 2321
2023
Q1 		$248 Hold
12
– – ﹤0.01% 2165
2022
Q4 		$217 Buy
+12
New +$224 ﹤0.01% 2028

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

Farther Finance Advisors's IBKR Position: Q1 2026 in Review

Farther Finance Advisors reduced its Interactive Brokers (IBKR) stake by 37% in Q1 2026, selling an estimated $300K and leaving 7,072 shares worth $480K. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

Farther Finance Advisors first reported a position in IBKR in Q4 2022 and has held it in 14 quarters since. The position peaked at $725K in Q4 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Farther Finance Advisors held 7,072 shares of Interactive Brokers worth $480K as of Q1 2026.
  • Farther Finance Advisors sold 4,209 Interactive Brokers shares in Q1 2026, an estimated $300K.
  • Interactive Brokers made up ﹤0.01% of Farther Finance Advisors's portfolio in Q1 2026, its #1425 holding.
  • Farther Finance Advisors first reported a position in Interactive Brokers in Q4 2022 and has held it in 14 quarters since.
  • Farther Finance Advisors's Interactive Brokers position peaked at $725K in Q4 2025.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.