Focus Partners Wealth
IBKR icon

Focus Partners Wealth’s Interactive Brokers IBKR Stock Holding History

Focus Partners Wealth’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 		$2.37M Buy
35,318
+9,751
+38% +$696K ﹤0.01% 1245
2025
Q4 		$1.64M Buy
25,567
+20,585
+413% +$1.38M ﹤0.01% 1413
2025
Q3 		$343K Sell
4,982
-4,070
-45% -$256K ﹤0.01% 1783
2025
Q2 		$502K Buy
9,052
+3,212
+55% +$152K ﹤0.01% 1439
2025
Q1 		$242K Sell
5,840
-2,884
-33% -$143K ﹤0.01% 1679
2024
Q4 		$385K Buy
+8,724
New +$367K ﹤0.01% 1440

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

Focus Partners Wealth's IBKR Position: Q1 2026 in Review

Focus Partners Wealth increased its Interactive Brokers (IBKR) stake by 38% in Q1 2026, buying an estimated $696K and bringing the position to 35,318 shares worth $2.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

Focus Partners Wealth first reported a position in IBKR in Q4 2024 and has held it in 6 quarters since. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Focus Partners Wealth held 35,318 shares of Interactive Brokers worth $2.37M as of Q1 2026.
  • Focus Partners Wealth bought 9,751 Interactive Brokers shares in Q1 2026, an estimated $696K.
  • Interactive Brokers made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1245 holding.
  • Focus Partners Wealth first reported a position in Interactive Brokers in Q4 2024 and has held it in 6 quarters since.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.