Formidable Asset Management
IBKR icon

Formidable Asset Management’s Interactive Brokers IBKR Stock Holding History

Formidable Asset Management’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 		$754K Hold
8,826
– – 0.11% 177
2026
Q2 		$768K Sell
8,826
-4,000
-31% -$333K 0.12% 171
2026
Q1 		$860K Sell
12,826
-458
-3% -$32.7K 0.13% 154
2025
Q4 		$854K Hold
13,284
– – 0.12% 161
2025
Q3 		$914K Hold
13,284
– – 0.14% 143
2025
Q2 		$736K Sell
13,284
-7,308
-35% -$347K 0.12% 159
2025
Q1 		$852K Buy
20,592
+1,516
+8% +$75.1K 0.14% 139
2024
Q4 		$843K Sell
19,076
-2,904
-13% -$122K 0.14% 141
2024
Q3 		$766K Sell
21,980
-704
-3% -$21.8K 0.12% 160
2024
Q2 		$695K Sell
22,684
-4,932
-18% -$147K 0.11% 179
2024
Q1 		$771K Sell
27,616
-9,416
-25% -$234K 0.13% 171
2023
Q4 		$767K Sell
37,032
-900
-2% -$18.4K 0.16% 121
2023
Q3 		$821K Hold
37,932
– – 0.18% 106
2023
Q2 		$788K Buy
+37,932
New +$748K 0.17% 117

Other funds holding IBKR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Formidable Asset Management's IBKR Position: Q3 2026 in Review

Formidable Asset Management held its Interactive Brokers (IBKR) position steady in Q3 2026 at 8,826 shares worth $754K. The position accounts for 0.11% of the portfolio, ranked #177.

Formidable Asset Management first reported a position in IBKR in Q2 2023 and has held it in 14 quarters since. The position peaked at $914K in Q3 2025. 531 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

  • Formidable Asset Management held 8,826 shares of Interactive Brokers worth $754K as of Q3 2026.
  • Formidable Asset Management left its Interactive Brokers share count unchanged in Q3 2026.
  • Interactive Brokers made up 0.11% of Formidable Asset Management's portfolio in Q3 2026, its #177 holding.
  • Formidable Asset Management first reported a position in Interactive Brokers in Q2 2023 and has held it in 14 quarters since.
  • Formidable Asset Management's Interactive Brokers position peaked at $914K in Q3 2025.
  • 531 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on Formidable Asset Management's 13F filing for Q3 2026, filed 3 Nov 2026.