Leuthold Group’s Interactive Brokers IBKR Stock Holding History

Leuthold 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	$463K	Sell	6,904 -206	-3%	-$14.7K	0.05%	177
2025 Q4	$457K	Buy	7,110 +10	+0.1%	+$669	0.05%	163
2025 Q3	$489K	Hold	7,100	–	–	0.05%	157
2025 Q2	$393K	Hold	7,100	–	–	0.05%	173
2025 Q1	$294K	Sell	7,100 -240	-3%	-$11.9K	0.04%	187
2024 Q4	$324K	Sell	7,340 -184	-2%	-$7.75K	0.04%	176
2024 Q3	$262K	Sell	7,524 -120	-2%	-$3.72K	0.03%	167
2024 Q2	$234K	Buy	+7,644	New	+$228K	0.03%	168
2014 Q1	–	Sell	-1,139,668	Closed	-$6.93M	–	202
2013 Q4	$6.93M	Buy	1,139,668 +197,604	+21%	+$1.1M	0.62%	54
2013 Q3	$4.42M	Sell	942,064 -47,792	-5%	-$205K	0.41%	82
2013 Q2	$3.95M	Buy	+989,856	New	+$3.82M	0.37%	86

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

Leuthold Group's IBKR Position: Q1 2026 in Review

Leuthold Group reduced its Interactive Brokers (IBKR) stake by 2.9% in Q1 2026, selling an estimated $14.7K and leaving 6,904 shares worth $463K. The position accounts for 0.05% of the portfolio, ranked #177.

Leuthold Group first reported a position in IBKR in Q2 2013 and has held it in 11 quarters since. The position peaked at $6.93M in Q4 2013. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

Leuthold Group held 6,904 shares of Interactive Brokers worth $463K as of Q1 2026.
Leuthold Group sold 206 Interactive Brokers shares in Q1 2026, an estimated $14.7K.
Interactive Brokers made up 0.05% of Leuthold Group's portfolio in Q1 2026, its #177 holding.
Leuthold Group first reported a position in Interactive Brokers in Q2 2013 and has held it in 11 quarters since.
Leuthold Group's Interactive Brokers position peaked at $6.93M in Q4 2013.
993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Leuthold Group's 13F filing for Q1 2026, filed 6 May 2026.