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FourThought Financial Partners’s Interactive Brokers IBKR Stock Holding History

FourThought Financial 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 		$367K Sell
5,471
-3,774
-41% -$269K 0.03% 225
2025
Q4 		$595K Buy
9,245
+172
+2% +$11.5K 0.05% 186
2025
Q3 		$624K Buy
9,073
+4,555
+101% +$287K 0.05% 170
2025
Q2 		$250K Buy
+4,518
New +$214K 0.02% 259
2025
Q1 		– Sell
-30,824
Closed -$1.36M – 325
2024
Q4 		$1.36M Sell
30,824
-2,464
-7% -$104K 0.14% 115
2024
Q3 		$1.16M Sell
33,288
-136
-0.4% -$4.21K 0.14% 102
2024
Q2 		$1.02M Sell
33,424
-1,136
-3% -$33.9K 0.13% 103
2024
Q1 		$965K Buy
34,560
+1,056
+3% +$26.3K 0.11% 133
2023
Q4 		$694K Sell
33,504
-400
-1% -$8.19K 0.09% 158
2023
Q3 		$734K Sell
33,904
-1,032
-3% -$23K 0.1% 145
2023
Q2 		$726K Buy
34,936
+2,200
+7% +$43.4K 0.1% 148
2023
Q1 		$676K Sell
32,736
-1,724
-5% -$35.1K 0.09% 153
2022
Q4 		$623K Buy
+34,460
New +$644K 0.09% 165

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

FourThought Financial Partners's IBKR Position: Q1 2026 in Review

FourThought Financial Partners reduced its Interactive Brokers (IBKR) stake by 41% in Q1 2026, selling an estimated $269K and leaving 5,471 shares worth $367K. The position accounts for 0.03% of the portfolio, ranked #225.

FourThought Financial Partners first reported a position in IBKR in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.36M in Q4 2024. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • FourThought Financial Partners held 5,471 shares of Interactive Brokers worth $367K as of Q1 2026.
  • FourThought Financial Partners sold 3,774 Interactive Brokers shares in Q1 2026, an estimated $269K.
  • Interactive Brokers made up 0.03% of FourThought Financial Partners's portfolio in Q1 2026, its #225 holding.
  • FourThought Financial Partners first reported a position in Interactive Brokers in Q4 2022 and has held it in 13 quarters since.
  • FourThought Financial Partners's Interactive Brokers position peaked at $1.36M in Q4 2024.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.