Ken Fisher
IBKR icon

Ken Fisher’s Interactive Brokers IBKR Stock Holding History

Ken Fisher’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 		$498K Sell
7,429
-1,831
-20% -$131K ﹤0.01% 793
2025
Q4 		$596K Buy
9,260
+1,496
+19% +$100K ﹤0.01% 747
2025
Q3 		$534K Sell
7,764
-1,366
-15% -$85.9K ﹤0.01% 770
2025
Q2 		$506K Buy
9,130
+758
+9% +$36K ﹤0.01% 786
2025
Q1 		$347K Buy
8,372
+2,740
+49% +$136K ﹤0.01% 868
2024
Q4 		$249K Buy
+5,632
New +$237K ﹤0.01% 906

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 $665M AUM 25.91% 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

Ken Fisher's IBKR Position: Q1 2026 in Review

Ken Fisher reduced its Interactive Brokers (IBKR) stake by 20% in Q1 2026, selling an estimated $131K and leaving 7,429 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #793.

Ken Fisher first reported a position in IBKR in Q4 2024 and has held it in 6 quarters since. The position peaked at $596K in Q4 2025. 994 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Ken Fisher held 7,429 shares of Interactive Brokers worth $498K as of Q1 2026.
  • Ken Fisher sold 1,831 Interactive Brokers shares in Q1 2026, an estimated $131K.
  • Interactive Brokers made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #793 holding.
  • Ken Fisher first reported a position in Interactive Brokers in Q4 2024 and has held it in 6 quarters since.
  • Ken Fisher's Interactive Brokers position peaked at $596K in Q4 2025.
  • 994 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.