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Great Lakes Advisors’s Interactive Brokers IBKR Stock Holding History

Great Lakes 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 		$525K Buy
7,824
+17
+0.2% +$1.21K ﹤0.01% 587
2025
Q4 		$502K Sell
7,807
-8
-0.1% -$536 ﹤0.01% 613
2025
Q3 		$538K Sell
7,815
-203
-3% -$12.8K ﹤0.01% 604
2025
Q2 		$444K Buy
+8,018
New +$380K ﹤0.01% 632

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

Great Lakes Advisors's IBKR Position: Q1 2026 in Review

Great Lakes Advisors increased its Interactive Brokers (IBKR) stake by 0.22% in Q1 2026, buying an estimated $1.21K and bringing the position to 7,824 shares worth $525K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Great Lakes Advisors first reported a position in IBKR in Q2 2025 and has held it in 4 quarters since. The position peaked at $538K in Q3 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Great Lakes Advisors held 7,824 shares of Interactive Brokers worth $525K as of Q1 2026.
  • Great Lakes Advisors bought 17 Interactive Brokers shares in Q1 2026, an estimated $1.21K.
  • Interactive Brokers made up ﹤0.01% of Great Lakes Advisors's portfolio in Q1 2026, its #587 holding.
  • Great Lakes Advisors first reported a position in Interactive Brokers in Q2 2025 and has held it in 4 quarters since.
  • Great Lakes Advisors's Interactive Brokers position peaked at $538K in Q3 2025.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Great Lakes Advisors's 13F filing for Q1 2026, filed 12 May 2026.