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Forum Financial Management’s Interactive Brokers IBKR Stock Holding History

Forum Financial 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
Q1 		– Sell
-3,258
Closed -$210K – 645
2025
Q4 		$210K Sell
3,258
-2
-0.1% -$134 ﹤0.01% 945
2025
Q3 		$224K Buy
+3,260
New +$205K ﹤0.01% 902

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Forum Financial Management's IBKR Position: Q1 2026 in Review

Forum Financial Management sold out of Interactive Brokers (IBKR) in Q1 2026, closing a stake of 3,258 shares — an estimated $210K sold.

Forum Financial Management first reported a position in IBKR in Q3 2025 and held it in 2 quarters. The position peaked at $224K in Q3 2025. 999 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Forum Financial Management reported no remaining Interactive Brokers position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 3,258 Interactive Brokers shares in Q1 2026, an estimated $210K.
  • Forum Financial Management first reported a position in Interactive Brokers in Q3 2025 and held it in 2 quarters.
  • Forum Financial Management's Interactive Brokers position peaked at $224K in Q3 2025.
  • 999 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.