HighPoint Advisor Group’s Interactive Brokers IBKR Stock Holding History

HighPoint Advisor Group’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	$526K	Sell	7,838 -10,672	-58%	-$762K	0.02%	411
2025 Q4	$1.19M	Buy	18,510 +4,784	+35%	+$320K	0.03%	427
2025 Q3	$944K	Buy	13,726 +776	+6%	+$48.8K	0.05%	271
2025 Q2	$718K	Sell	12,950 -990	-7%	-$47K	0.04%	310
2025 Q1	$599K	Sell	13,940 -412	-3%	-$20.4K	0.03%	321
2024 Q4	$795K	Buy	14,352 +3,212	+29%	+$135K	0.04%	278
2024 Q3	$428K	Sell	11,140 -6,428	-37%	-$199K	0.03%	387
2024 Q2	$522K	Buy	17,568 +480	+3%	+$14.3K	0.03%	340
2024 Q1	$514K	Buy	17,088 +460	+3%	+$11.5K	0.04%	341
2023 Q4	$454K	Buy	+16,628	New	+$340K	0.03%	374
2016 Q1	–	Sell	-48,280	Closed	-$400K	–	233
2015 Q4	$400K	Buy	48,280 +26,096	+118%	+$272K	0.26%	113
2015 Q3	$219K	Buy	+22,184	New	+$228K	0.24%	123

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

HighPoint Advisor Group's IBKR Position: Q1 2026 in Review

HighPoint Advisor Group reduced its Interactive Brokers (IBKR) stake by 58% in Q1 2026, selling an estimated $762K and leaving 7,838 shares worth $526K. The position accounts for 0.02% of the portfolio, ranked #411.

HighPoint Advisor Group first reported a position in IBKR in Q3 2015 and has held it in 12 quarters since. The position peaked at $1.19M in Q4 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

HighPoint Advisor Group held 7,838 shares of Interactive Brokers worth $526K as of Q1 2026.
HighPoint Advisor Group sold 10,672 Interactive Brokers shares in Q1 2026, an estimated $762K.
Interactive Brokers made up 0.02% of HighPoint Advisor Group's portfolio in Q1 2026, its #411 holding.
HighPoint Advisor Group first reported a position in Interactive Brokers in Q3 2015 and has held it in 12 quarters since.
HighPoint Advisor Group's Interactive Brokers position peaked at $1.19M in Q4 2025.
993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.