Jefferies Financial Group’s Interactive Brokers IBKR Stock Holding History

Jefferies Financial 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	$3.34M	Buy	49,769 +8,275	+20%	+$591K	0.02%	441
2025 Q4	$2.67M	Sell	41,494 -14,489	-26%	-$970K	0.01%	687
2025 Q3	$3.85M	Buy	55,983 +37,635	+205%	+$2.37M	0.02%	446
2025 Q2	$1.02M	Sell	18,348 -13,956	-43%	-$662K	0.01%	734
2025 Q1	$1.34M	Sell	32,304 -23,124	-42%	-$1.15M	0.01%	705
2024 Q4	$2.45M	Buy	55,428 +23,828	+75%	+$1M	0.01%	600
2024 Q3	$1.1M	Buy	31,600 +208	+0.7%	+$6.44K	0.01%	758
2024 Q2	$962K	Buy	31,392 +20,000	+176%	+$597K	0.01%	758
2024 Q1	$318K	Buy	+11,392	New	+$284K	﹤0.01%	1197
2023 Q4	–	Sell	-10,316	Closed	-$223K	–	1821
2023 Q3	$223K	Hold	10,316	–	–	﹤0.01%	1315
2023 Q2	$214K	Hold	10,316	–	–	﹤0.01%	1409
2023 Q1	$213K	Buy	+10,316	New	+$210K	﹤0.01%	1336

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

Jefferies Financial Group's IBKR Position: Q1 2026 in Review

Jefferies Financial Group increased its Interactive Brokers (IBKR) stake by 20% in Q1 2026, buying an estimated $591K and bringing the position to 49,769 shares worth $3.34M. The position accounts for 0.02% of the portfolio, ranked #441.

Jefferies Financial Group first reported a position in IBKR in Q1 2023 and has held it in 12 quarters since. The position peaked at $3.85M in Q3 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

Jefferies Financial Group held 49,769 shares of Interactive Brokers worth $3.34M as of Q1 2026.
Jefferies Financial Group bought 8,275 Interactive Brokers shares in Q1 2026, an estimated $591K.
Interactive Brokers made up 0.02% of Jefferies Financial Group's portfolio in Q1 2026, its #441 holding.
Jefferies Financial Group first reported a position in Interactive Brokers in Q1 2023 and has held it in 12 quarters since.
Jefferies Financial Group's Interactive Brokers position peaked at $3.85M in Q3 2025.
993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.