LCM
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Logan Capital Management’s Interactive Brokers IBKR Stock Holding History

Logan Capital 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 		– Sell
-15,640
Closed -$1.12M – 384
2025
Q4 		$1.01M Buy
+15,640
New +$1.05M 0.04% 211

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 $15.1B AUM 23.54% 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

Logan Capital Management's IBKR Position: Q1 2026 in Review

Logan Capital Management sold out of Interactive Brokers (IBKR) in Q1 2026, closing a stake of 15,640 shares — an estimated $1.12M sold.

Logan Capital Management first reported a position in IBKR in Q4 2025 and held it in 1 quarter. The position peaked at $1.01M in Q4 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Logan Capital Management reported no remaining Interactive Brokers position as of Q1 2026 after selling out during the quarter.
  • Logan Capital Management sold 15,640 Interactive Brokers shares in Q1 2026, an estimated $1.12M.
  • Logan Capital Management first reported a position in Interactive Brokers in Q4 2025 and held it in 1 quarter.
  • Logan Capital Management's Interactive Brokers position peaked at $1.01M in Q4 2025.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Logan Capital Management's 13F filing for Q1 2026, filed 8 May 2026.