Focus Partners Advisor Solutions’s Interactive Brokers IBKR Stock Holding History

Focus Partners Advisor Solutions’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	$225K	Buy	+3,361	New	+$240K	﹤0.01%	1104
2025 Q4	–	Sell	-4,376	Closed	-$299K	–	1181
2025 Q3	$299K	Buy	+4,376	New	+$275K	﹤0.01%	906
2025 Q2	–	Sell	-7,176	Closed	-$297K	–	1130
2025 Q1	$297K	Sell	7,176 -540	-7%	-$26.8K	﹤0.01%	755
2024 Q4	$341K	Buy	+7,716	New	+$325K	0.01%	569

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

Focus Partners Advisor Solutions's IBKR Position: Q1 2026 in Review

Focus Partners Advisor Solutions opened a new position in Interactive Brokers (IBKR) in Q1 2026: 3,361 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #1104 among its holdings. This is a return to the name: Focus Partners Advisor Solutions previously reported a position in IBKR as recently as Q3 2025.

Focus Partners Advisor Solutions first reported a position in IBKR in Q4 2024 and has held it in 4 quarters since. The position peaked at $341K in Q4 2024. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

Focus Partners Advisor Solutions held 3,361 shares of Interactive Brokers worth $225K as of Q1 2026.
Interactive Brokers was a new Focus Partners Advisor Solutions position in Q1 2026.
Interactive Brokers made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #1104 holding.
Focus Partners Advisor Solutions first reported a position in Interactive Brokers in Q4 2024 and has held it in 4 quarters since.
Focus Partners Advisor Solutions's Interactive Brokers position peaked at $341K in Q4 2024.
993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.