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Fulcrum Asset Management’s Interactive Brokers IBKR Stock Holding History

Fulcrum 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
2025
Q2 		– Sell
-265,428
Closed -$2.04M – 278
2025
Q1 		$2.04M Buy
+265,428
New +$13.2M 0.4% 71

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $665M AUM 25.91% 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

Fulcrum Asset Management's IBKR Position: Q1 2026 in Review

Fulcrum Asset Management increased its Interactive Brokers (IBKR) stake by 8.2% in Q1 2026, buying an estimated $377K and bringing the position to 69,413 shares worth $4.42M. The position accounts for 0.67% of the portfolio, ranked #42.

Fulcrum Asset Management first reported a position in IBKR in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.54M in Q3 2025. 996 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Fulcrum Asset Management held 69,413 shares of Interactive Brokers worth $4.42M as of Q1 2026.
  • Fulcrum Asset Management bought 5,276 Interactive Brokers shares in Q1 2026, an estimated $377K.
  • Interactive Brokers made up 0.67% of Fulcrum Asset Management's portfolio in Q1 2026, its #42 holding.
  • Fulcrum Asset Management first reported a position in Interactive Brokers in Q2 2025 and has held it in 4 quarters since.
  • Fulcrum Asset Management's Interactive Brokers position peaked at $4.54M in Q3 2025.
  • 996 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.