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Foundations Investment Advisors’s Interactive Brokers IBKR Stock Holding History

Foundations Investment Advisors’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 		$309K Sell
4,610
-1,649
-26% -$118K ﹤0.01% 891
2025
Q4 		$403K Buy
+6,259
New +$419K 0.01% 787

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

Foundations Investment Advisors's IBKR Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Interactive Brokers (IBKR) stake by 26% in Q1 2026, selling an estimated $118K and leaving 4,610 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Foundations Investment Advisors first reported a position in IBKR in Q4 2025 and has held it in 2 quarters since. The position peaked at $403K in Q4 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Foundations Investment Advisors held 4,610 shares of Interactive Brokers worth $309K as of Q1 2026.
  • Foundations Investment Advisors sold 1,649 Interactive Brokers shares in Q1 2026, an estimated $118K.
  • Interactive Brokers made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #891 holding.
  • Foundations Investment Advisors first reported a position in Interactive Brokers in Q4 2025 and has held it in 2 quarters since.
  • Foundations Investment Advisors's Interactive Brokers position peaked at $403K in Q4 2025.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.