HFM
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Harvest Fund Management’s Interactive Brokers IBKR Stock Holding History

Harvest Fund 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
2026
Q1 		$683K Buy
10,186
+4,862
+91% +$347K 0.03% 186
2025
Q4 		$342K Hold
5,324
– – 0.01% 303
2025
Q3 		$366K Buy
5,324
+5,232
+5,687% +$329K 0.02% 289
2025
Q2 		$5K Sell
92
-3,068
-97% -$146K ﹤0.01% 553
2025
Q1 		$131K Sell
3,160
-18,312
-85% -$907K 0.01% 410
2024
Q4 		$942K Buy
21,472
+15,036
+234% +$633K 0.04% 230
2024
Q3 		$224K Hold
6,436
– – 0.01% 331
2024
Q2 		$197K Buy
6,436
+4,116
+177% +$123K 0.01% 344
2024
Q1 		$65K Buy
+2,320
New +$57.8K 0.01% 472
2023
Q3 		– Sell
-4,384
Closed -$91K – 662
2023
Q2 		$91K Hold
4,384
– – 0.02% 341
2023
Q1 		$90K Buy
+4,384
New +$89.2K 0.02% 358
2021
Q2 		– Sell
-864
Closed -$15K – 805
2021
Q1 		$15K Buy
+864
New +$15.6K ﹤0.01% 680

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

Harvest Fund Management's IBKR Position: Q1 2026 in Review

Harvest Fund Management increased its Interactive Brokers (IBKR) stake by 91% in Q1 2026, buying an estimated $347K and bringing the position to 10,186 shares worth $683K. The position accounts for 0.03% of the portfolio, ranked #186.

Harvest Fund Management first reported a position in IBKR in Q1 2021 and has held it in 12 quarters since. The position peaked at $942K in Q4 2024. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Harvest Fund Management held 10,186 shares of Interactive Brokers worth $683K as of Q1 2026.
  • Harvest Fund Management bought 4,862 Interactive Brokers shares in Q1 2026, an estimated $347K.
  • Interactive Brokers made up 0.03% of Harvest Fund Management's portfolio in Q1 2026, its #186 holding.
  • Harvest Fund Management first reported a position in Interactive Brokers in Q1 2021 and has held it in 12 quarters since.
  • Harvest Fund Management's Interactive Brokers position peaked at $942K in Q4 2024.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

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