Lebenthal Global Advisors’s Interactive Brokers IBKR Stock Holding History

Lebenthal Global Advisors’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	$450K	Sell	6,713 -10,240	-60%	-$731K	0.07%	161
2025 Q4	$1.09M	Sell	16,953 -646	-4%	-$43.2K	0.17%	91
2025 Q3	$1.21M	Sell	17,599 -211	-1%	-$13.3K	0.21%	79
2025 Q2	$987K	Sell	17,810 -606	-3%	-$28.8K	0.18%	80
2025 Q1	$762K	Sell	18,416 -10,332	-36%	-$512K	0.14%	96
2024 Q4	$1.27M	Buy	28,748 +312	+1%	+$13.1K	0.23%	68
2024 Q3	$991K	Buy	28,436 +224	+0.8%	+$6.94K	0.2%	78
2024 Q2	$865K	Sell	28,212 -1,372	-5%	-$40.9K	0.19%	76
2024 Q1	$826K	Buy	29,584 +76	+0.3%	+$1.89K	0.18%	73
2023 Q4	$612K	Buy	+29,508	New	+$604K	0.14%	94
2022 Q4	–	Sell	-18,248	Closed	-$291K	–	135
2022 Q3	$291K	Hold	18,248	–	–	0.13%	91
2022 Q2	$250K	Buy	+18,248	New	+$271K	0.12%	113

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

Lebenthal Global Advisors's IBKR Position: Q1 2026 in Review

Lebenthal Global Advisors reduced its Interactive Brokers (IBKR) stake by 60% in Q1 2026, selling an estimated $731K and leaving 6,713 shares worth $450K. The position accounts for 0.07% of the portfolio, ranked #161.

Lebenthal Global Advisors first reported a position in IBKR in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.27M in Q4 2024. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

Lebenthal Global Advisors held 6,713 shares of Interactive Brokers worth $450K as of Q1 2026.
Lebenthal Global Advisors sold 10,240 Interactive Brokers shares in Q1 2026, an estimated $731K.
Interactive Brokers made up 0.07% of Lebenthal Global Advisors's portfolio in Q1 2026, its #161 holding.
Lebenthal Global Advisors first reported a position in Interactive Brokers in Q2 2022 and has held it in 12 quarters since.
Lebenthal Global Advisors's Interactive Brokers position peaked at $1.27M in Q4 2024.
993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.