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IEQ Capital’s Interactive Brokers IBKR Stock Holding History

IEQ Capital’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 		$491K Buy
7,323
+3,219
+78% +$230K ﹤0.01% 1315
2025
Q4 		$264K Buy
+4,104
New +$275K ﹤0.01% 1590
2024
Q4 		– Sell
-13,720
Closed -$478K – 1380
2024
Q3 		$478K Buy
+13,720
New +$425K 0.01% 769

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

IEQ Capital's IBKR Position: Q1 2026 in Review

IEQ Capital increased its Interactive Brokers (IBKR) stake by 78% in Q1 2026, buying an estimated $230K and bringing the position to 7,323 shares worth $491K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

IEQ Capital first reported a position in IBKR in Q3 2024 and has held it in 3 quarters since. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • IEQ Capital held 7,323 shares of Interactive Brokers worth $491K as of Q1 2026.
  • IEQ Capital bought 3,219 Interactive Brokers shares in Q1 2026, an estimated $230K.
  • Interactive Brokers made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1315 holding.
  • IEQ Capital first reported a position in Interactive Brokers in Q3 2024 and has held it in 3 quarters since.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.