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Golden State Equity Partners’s Interactive Brokers IBKR Stock Holding History

Golden State Equity 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 		$330K Buy
4,918
+1,116
+29% +$79.7K 0.02% 553
2025
Q4 		$245K Buy
+3,802
New +$255K 0.04% 435
2024
Q4 		– Sell
-1,264
Closed -$44K – 640
2024
Q3 		$44K Buy
+1,264
New +$39.1K 0.02% 398

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

Golden State Equity Partners's IBKR Position: Q1 2026 in Review

Golden State Equity Partners increased its Interactive Brokers (IBKR) stake by 29% in Q1 2026, buying an estimated $79.7K and bringing the position to 4,918 shares worth $330K. The position accounts for 0.02% of the portfolio, ranked #553.

Golden State Equity Partners first reported a position in IBKR in Q3 2024 and has held it in 3 quarters since. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Golden State Equity Partners held 4,918 shares of Interactive Brokers worth $330K as of Q1 2026.
  • Golden State Equity Partners bought 1,116 Interactive Brokers shares in Q1 2026, an estimated $79.7K.
  • Interactive Brokers made up 0.02% of Golden State Equity Partners's portfolio in Q1 2026, its #553 holding.
  • Golden State Equity Partners first reported a position in Interactive Brokers in Q3 2024 and has held it in 3 quarters since.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.