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Insigneo Advisory Services’s Interactive Brokers IBKR Stock Holding History

Insigneo Advisory 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 		$302K Buy
4,502
+38
+0.9% +$2.71K 0.02% 502
2025
Q4 		$287K Buy
4,464
+1,251
+39% +$83.7K 0.02% 526
2025
Q3 		$221K Buy
+3,213
New +$202K 0.02% 609

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

Insigneo Advisory Services's IBKR Position: Q1 2026 in Review

Insigneo Advisory Services increased its Interactive Brokers (IBKR) stake by 0.85% in Q1 2026, buying an estimated $2.71K and bringing the position to 4,502 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #502.

Insigneo Advisory Services first reported a position in IBKR in Q3 2025 and has held it in 3 quarters since. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Insigneo Advisory Services held 4,502 shares of Interactive Brokers worth $302K as of Q1 2026.
  • Insigneo Advisory Services bought 38 Interactive Brokers shares in Q1 2026, an estimated $2.71K.
  • Interactive Brokers made up 0.02% of Insigneo Advisory Services's portfolio in Q1 2026, its #502 holding.
  • Insigneo Advisory Services first reported a position in Interactive Brokers in Q3 2025 and has held it in 3 quarters since.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.