Fortitude Family Office’s Interactive Brokers IBKR Stock Holding History

Fortitude Family Office’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	$59.6K	Buy	698 +20	+3%	+$1.83K	0.01%	391
2026 Q2	$59K	Buy	678 +5	+0.7%	+$416	0.01%	262
2026 Q1	$45.1K	Buy	673 +42	+7%	+$3K	0.01%	253
2025 Q4	$40.6K	Sell	631 -89	-12%	-$5.96K	0.01%	271
2025 Q3	$49.5K	Buy	720 +8	+1%	+$503	0.01%	245
2025 Q2	$39.5K	Sell	712 -136	-16%	-$6.45K	0.01%	275
2025 Q1	$35.1K	Sell	848 -304	-26%	-$15.1K	0.01%	287
2024 Q4	$50.9K	Buy	1,152 +592	+106%	+$24.9K	0.02%	255
2024 Q3	$19.5K	Buy	+560	New	+$17.3K	0.01%	422

Other funds holding IBKR

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

CCP

Crocodile Capital Partners Ursensollen, Germany $160M AUM 18.68% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Fortitude Family Office's IBKR Position: Q3 2026 in Review

Fortitude Family Office increased its Interactive Brokers (IBKR) stake by 2.9% in Q3 2026, buying an estimated $1.83K and bringing the position to 698 shares worth $59.6K. The position accounts for 0.01% of the portfolio, ranked #391.

Fortitude Family Office first reported a position in IBKR in Q3 2024 and has held it in 9 quarters since. 110 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

Fortitude Family Office held 698 shares of Interactive Brokers worth $59.6K as of Q3 2026.
Fortitude Family Office bought 20 Interactive Brokers shares in Q3 2026, an estimated $1.83K.
Interactive Brokers made up 0.01% of Fortitude Family Office's portfolio in Q3 2026, its #391 holding.
Fortitude Family Office first reported a position in Interactive Brokers in Q3 2024 and has held it in 9 quarters since.
110 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.