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Fiduciary Trust’s Interactive Brokers IBKR Stock Holding History

Fiduciary Trust’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 		$663K Sell
9,881
-2,585
-21% -$185K 0.01% 507
2025
Q4 		$802K Buy
12,466
+833
+7% +$55.8K 0.01% 464
2025
Q3 		$800K Buy
11,633
+26
+0.2% +$1.64K 0.01% 461
2025
Q2 		$643K Buy
11,607
+2,815
+32% +$134K 0.01% 487
2025
Q1 		$364K Buy
8,792
+2,532
+40% +$125K ﹤0.01% 609
2024
Q4 		$276K Buy
+6,260
New +$264K ﹤0.01% 588

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

Fiduciary Trust's IBKR Position: Q1 2026 in Review

Fiduciary Trust reduced its Interactive Brokers (IBKR) stake by 21% in Q1 2026, selling an estimated $185K and leaving 9,881 shares worth $663K. The position accounts for 0.01% of the portfolio, ranked #507.

Fiduciary Trust first reported a position in IBKR in Q4 2024 and has held it in 6 quarters since. The position peaked at $802K in Q4 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Fiduciary Trust held 9,881 shares of Interactive Brokers worth $663K as of Q1 2026.
  • Fiduciary Trust sold 2,585 Interactive Brokers shares in Q1 2026, an estimated $185K.
  • Interactive Brokers made up 0.01% of Fiduciary Trust's portfolio in Q1 2026, its #507 holding.
  • Fiduciary Trust first reported a position in Interactive Brokers in Q4 2024 and has held it in 6 quarters since.
  • Fiduciary Trust's Interactive Brokers position peaked at $802K in Q4 2025.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.