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Forefront Wealth Partners’s Interactive Brokers IBKR Stock Holding History

Forefront Wealth Partners’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 		– Sell
-8,175
Closed -$526K – 166
2025
Q4 		$526K Buy
8,175
+169
+2% +$11.3K 0.25% 84
2025
Q3 		$551K Buy
+8,006
New +$504K 0.14% 123
2025
Q2 		– Sell
-6,032
Closed -$250K – 111
2025
Q1 		$250K Buy
+6,032
New +$299K 0.17% 105

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

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

Forefront Wealth Partners sold out of Interactive Brokers (IBKR) in Q1 2026, closing a stake of 8,175 shares — an estimated $526K sold.

Forefront Wealth Partners first reported a position in IBKR in Q1 2025 and held it in 3 quarters. The position peaked at $551K in Q3 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Forefront Wealth Partners reported no remaining Interactive Brokers position as of Q1 2026 after selling out during the quarter.
  • Forefront Wealth Partners sold 8,175 Interactive Brokers shares in Q1 2026, an estimated $526K.
  • Forefront Wealth Partners first reported a position in Interactive Brokers in Q1 2025 and held it in 3 quarters.
  • Forefront Wealth Partners's Interactive Brokers position peaked at $551K in Q3 2025.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.