Left Brain Wealth Management’s Interactive Brokers IBKR Stock Holding History

Left Brain Wealth Management’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	$2.85M	Buy	+42,455	New	+$3.03M	1.12%	34
2025 Q2	–	Sell	-81,376	Closed	-$3.37M	–	106
2025 Q1	$3.37M	Buy	81,376 +75,244	+1,227%	+$3.73M	1.47%	27
2024 Q4	$271K	Buy	+6,132	New	+$258K	0.1%	82

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

Left Brain Wealth Management's IBKR Position: Q1 2026 in Review

Left Brain Wealth Management opened a new position in Interactive Brokers (IBKR) in Q1 2026: 42,455 shares worth $2.85M. The stake represents 1.12% of the portfolio and ranks #34 among its holdings. This is a return to the name: Left Brain Wealth Management previously reported a position in IBKR as recently as Q1 2025.

Left Brain Wealth Management first reported a position in IBKR in Q4 2024 and has held it in 3 quarters since. The position peaked at $3.37M in Q1 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

Left Brain Wealth Management held 42,455 shares of Interactive Brokers worth $2.85M as of Q1 2026.
Interactive Brokers was a new Left Brain Wealth Management position in Q1 2026.
Interactive Brokers made up 1.12% of Left Brain Wealth Management's portfolio in Q1 2026, its #34 holding.
Left Brain Wealth Management first reported a position in Interactive Brokers in Q4 2024 and has held it in 3 quarters since.
Left Brain Wealth Management's Interactive Brokers position peaked at $3.37M in Q1 2025.
993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Left Brain Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.