Hantz Financial Services’s Interactive Brokers IBKR Stock Holding History

Hantz Financial Services’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	$516K	Buy	7,687 +3,687	+92%	+$263K	0.01%	638
2025 Q4	$257K	Sell	4,000 -86	-2%	-$5.76K	﹤0.01%	772
2025 Q3	$281K	Buy	4,086 +1,005	+33%	+$63.2K	﹤0.01%	658
2025 Q2	$171K	Buy	3,081 +2,993	+3,401%	+$142K	﹤0.01%	644
2025 Q1	$4K	Buy	+88	New	+$4.36K	﹤0.01%	1214
2024 Q1	–	Sell	-104	Closed	-$2K	–	1239
2023 Q4	$2K	Buy	+104	New	+$2.13K	﹤0.01%	1025

Other funds holding IBKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hantz Financial Services's IBKR Position: Q1 2026 in Review

Hantz Financial Services increased its Interactive Brokers (IBKR) stake by 92% in Q1 2026, buying an estimated $263K and bringing the position to 7,687 shares worth $516K. The position accounts for 0.01% of the portfolio, ranked #638.

Hantz Financial Services first reported a position in IBKR in Q4 2023 and has held it in 6 quarters since. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

Hantz Financial Services held 7,687 shares of Interactive Brokers worth $516K as of Q1 2026.
Hantz Financial Services bought 3,687 Interactive Brokers shares in Q1 2026, an estimated $263K.
Interactive Brokers made up 0.01% of Hantz Financial Services's portfolio in Q1 2026, its #638 holding.
Hantz Financial Services first reported a position in Interactive Brokers in Q4 2023 and has held it in 6 quarters since.
993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.