Fiduciary Family Office’s Interactive Brokers IBKR Stock Holding History

Fiduciary Family Office’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	$2.14M	Sell	31,948 -2,341	-7%	-$167K	0.61%	31
2025 Q4	$2.21M	Sell	34,289 -4,723	-12%	-$316K	0.63%	29
2025 Q3	$2.68M	Sell	39,012 -5,044	-11%	-$317K	0.76%	19
2025 Q2	$2.44M	Sell	44,056 -14,076	-24%	-$668K	0.8%	19
2025 Q1	$2.41M	Buy	+58,132	New	+$2.88M	0.8%	20
2024 Q4	–	Sell	-60,480	Closed	-$2.11M	–	154
2024 Q3	$2.11M	Sell	60,480 -3,696	-6%	-$114K	0.7%	24
2024 Q2	$1.97M	Buy	64,176 +1,808	+3%	+$53.9K	0.78%	26
2024 Q1	$1.74M	Buy	62,368 +38,820	+165%	+$967K	0.68%	34
2023 Q4	$488K	Buy	+23,548	New	+$482K	0.21%	117

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

Fiduciary Family Office's IBKR Position: Q1 2026 in Review

Fiduciary Family Office reduced its Interactive Brokers (IBKR) stake by 6.8% in Q1 2026, selling an estimated $167K and leaving 31,948 shares worth $2.14M. The position accounts for 0.61% of the portfolio, ranked #31.

Fiduciary Family Office first reported a position in IBKR in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.68M in Q3 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

Fiduciary Family Office held 31,948 shares of Interactive Brokers worth $2.14M as of Q1 2026.
Fiduciary Family Office sold 2,341 Interactive Brokers shares in Q1 2026, an estimated $167K.
Interactive Brokers made up 0.61% of Fiduciary Family Office's portfolio in Q1 2026, its #31 holding.
Fiduciary Family Office first reported a position in Interactive Brokers in Q4 2023 and has held it in 9 quarters since.
Fiduciary Family Office's Interactive Brokers position peaked at $2.68M in Q3 2025.
993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.