First Command Advisory Services’s Interactive Brokers IBKR Stock Holding History

First Command Advisory 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	$12.8K	Buy	+191	New	+$13.6K	﹤0.01%	561
2025 Q3	–	Sell	-56	Closed	-$3.1K	–	632
2025 Q2	$3.1K	Hold	56	–	–	﹤0.01%	458
2025 Q1	$2.32K	Buy	+56	New	+$2.77K	﹤0.01%	463

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

First Command Advisory Services's IBKR Position: Q1 2026 in Review

First Command Advisory Services opened a new position in Interactive Brokers (IBKR) in Q1 2026: 191 shares worth $12.8K. The stake represents ﹤0.01% of the portfolio and ranks #561 among its holdings. This is a return to the name: First Command Advisory Services previously reported a position in IBKR as recently as Q2 2025.

First Command Advisory Services first reported a position in IBKR in Q1 2025 and has held it in 3 quarters since. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

First Command Advisory Services held 191 shares of Interactive Brokers worth $12.8K as of Q1 2026.
Interactive Brokers was a new First Command Advisory Services position in Q1 2026.
Interactive Brokers made up ﹤0.01% of First Command Advisory Services's portfolio in Q1 2026, its #561 holding.
First Command Advisory Services first reported a position in Interactive Brokers in Q1 2025 and has held it in 3 quarters since.
993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on First Command Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.