FFA
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Florida Financial Advisors’s Interactive Brokers IBKR Stock Holding History

Florida Financial 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 		$2.09M Buy
31,188
+5,624
+22% +$401K 0.5% 56
2025
Q4 		$1.64M Buy
25,564
+4,664
+22% +$312K 0.45% 61
2025
Q3 		$1.44M Buy
20,900
+6,429
+44% +$404K 0.44% 56
2025
Q2 		$802K Buy
14,471
+3,755
+35% +$178K 0.27% 89
2025
Q1 		$444K Buy
+10,716
New +$531K 0.18% 122

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

Florida Financial Advisors's IBKR Position: Q1 2026 in Review

Florida Financial Advisors increased its Interactive Brokers (IBKR) stake by 22% in Q1 2026, buying an estimated $401K and bringing the position to 31,188 shares worth $2.09M. The position accounts for 0.5% of the portfolio, ranked #56.

Florida Financial Advisors first reported a position in IBKR in Q1 2025 and has held it in 5 quarters since. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Florida Financial Advisors held 31,188 shares of Interactive Brokers worth $2.09M as of Q1 2026.
  • Florida Financial Advisors bought 5,624 Interactive Brokers shares in Q1 2026, an estimated $401K.
  • Interactive Brokers made up 0.5% of Florida Financial Advisors's portfolio in Q1 2026, its #56 holding.
  • Florida Financial Advisors first reported a position in Interactive Brokers in Q1 2025 and has held it in 5 quarters since.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.