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Harbour Investments’s Interactive Brokers IBKR Stock Holding History

Harbour Investments’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 		$55.3K Buy
824
+444
+117% +$31.7K ﹤0.01% 2289
2025
Q4 		$24.4K Sell
380
-156
-29% -$10.4K ﹤0.01% 2330
2025
Q3 		$36.9K Buy
536
+160
+43% +$10.1K ﹤0.01% 2037
2025
Q2 		$20.8K Sell
376
-72
-16% -$3.42K ﹤0.01% 2215
2025
Q1 		$18.5K Buy
448
+76
+20% +$3.77K ﹤0.01% 2211
2024
Q4 		$16.4K Buy
372
+76
+26% +$3.2K ﹤0.01% 2219
2024
Q3 		$10.3K Sell
296
-20
-6% -$619 ﹤0.01% 2347
2024
Q2 		$9.69K Sell
316
-40
-11% -$1.19K ﹤0.01% 2274
2024
Q1 		$9.94K Buy
356
+148
+71% +$3.69K ﹤0.01% 2224
2023
Q4 		$4.31K Hold
208
– – ﹤0.01% 2468
2023
Q3 		$4.5K Buy
208
+16
+8% +$356 ﹤0.01% 2307
2023
Q2 		$3.99K Hold
192
– – ﹤0.01% 2356
2023
Q1 		$3.96K Hold
192
– – ﹤0.01% 2362
2022
Q4 		$3.47K Hold
192
– – ﹤0.01% 2352
2022
Q3 		$3K Hold
192
– – ﹤0.01% 2324
2022
Q2 		$3K Buy
+192
New +$2.85K ﹤0.01% 2324
2021
Q4 		$4K Hold
192
– – ﹤0.01% 2236
2021
Q3 		$3K Hold
192
– – ﹤0.01% 3187
2021
Q2 		$3K Hold
192
– – ﹤0.01% 3242
2021
Q1 		$4K Buy
+192
New +$3.46K ﹤0.01% 2979

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

Harbour Investments's IBKR Position: Q1 2026 in Review

Harbour Investments increased its Interactive Brokers (IBKR) stake by 117% in Q1 2026, buying an estimated $31.7K and bringing the position to 824 shares worth $55.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2289.

Harbour Investments first reported a position in IBKR in Q1 2021 and has held it in 20 quarters since. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Harbour Investments held 824 shares of Interactive Brokers worth $55.3K as of Q1 2026.
  • Harbour Investments bought 444 Interactive Brokers shares in Q1 2026, an estimated $31.7K.
  • Interactive Brokers made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2289 holding.
  • Harbour Investments first reported a position in Interactive Brokers in Q1 2021 and has held it in 20 quarters since.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.