FORA Capital
IBKR icon

FORA Capital’s Interactive Brokers IBKR Stock Holding History

FORA Capital’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
Q3 		$279K Buy
+3,267
New +$299K 0.01% 504
2025
Q2 		– Sell
-204,752
Closed -$8.48M – 596
2025
Q1 		$8.48M Buy
204,752
+145,012
+243% +$7.19M 0.86% 15
2024
Q4 		$2.64M Buy
59,740
+44,788
+300% +$1.89M 0.3% 106
2024
Q3 		$521K Sell
14,952
-52,852
-78% -$1.64M 0.06% 277
2024
Q2 		$2.08M Buy
67,804
+53,336
+369% +$1.59M 0.25% 129
2024
Q1 		$404K Buy
+14,468
New +$360K 0.03% 351
2023
Q1 		– Sell
-45,664
Closed -$826K – 598
2022
Q4 		$826K Buy
+45,664
New +$853K 0.13% 192
2021
Q2 		– Sell
-27,240
Closed -$497K – 997
2021
Q1 		$497K Buy
+27,240
New +$491K 0.16% 151
2020
Q4 		– Sell
-5,848
Closed -$71K – 1017
2020
Q3 		$71K Buy
+5,848
New +$72.9K 0.05% 374
2020
Q2 		– Sell
-2,232
Closed -$24K – 1087
2020
Q1 		$24K Buy
+2,232
New +$27K 0.01% 919

Other funds holding IBKR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Greenwich Wealth Management
Greenwich Wealth Management Greenwich, Connecticut $3.09B AUM 22.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.4B AUM 28.28% 1-Year Est. Return
WWML
W1M Wealth Management Ltd London $11.5B AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

FORA Capital's IBKR Position: Q3 2026 in Review

FORA Capital opened a new position in Interactive Brokers (IBKR) in Q3 2026: 3,267 shares worth $279K. The stake represents 0.01% of the portfolio and ranks #504 among its holdings. This is a return to the name: FORA Capital previously reported a position in IBKR as recently as Q1 2025.

FORA Capital first reported a position in IBKR in Q1 2020 and has held it in 10 quarters since. The position peaked at $8.48M in Q1 2025. 922 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

  • FORA Capital held 3,267 shares of Interactive Brokers worth $279K as of Q3 2026.
  • Interactive Brokers was a new FORA Capital position in Q3 2026.
  • Interactive Brokers made up 0.01% of FORA Capital's portfolio in Q3 2026, its #504 holding.
  • FORA Capital first reported a position in Interactive Brokers in Q1 2020 and has held it in 10 quarters since.
  • FORA Capital's Interactive Brokers position peaked at $8.48M in Q1 2025.
  • 922 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on FORA Capital's 13F filing for Q3 2026, filed 13 Nov 2026.