LFASL
IBKR icon

Lugano Financial Advisors SA (LFA)’s Interactive Brokers IBKR Stock Holding History

Lugano Financial Advisors SA (LFA)’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 		$38.6K Hold
576
– – 0.02% 165
2025
Q4 		$37K Hold
576
– – 0.02% 169
2025
Q3 		$39.6K Hold
576
– – 0.02% 158
2025
Q2 		$31.9K Buy
+576
New +$27.3K 0.02% 157

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

Lugano Financial Advisors SA (LFA)'s IBKR Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) held its Interactive Brokers (IBKR) position steady in Q1 2026 at 576 shares worth $38.6K. The position accounts for 0.02% of the portfolio, ranked #165.

Lugano Financial Advisors SA (LFA) first reported a position in IBKR in Q2 2025 and has held it in 4 quarters since. The position peaked at $39.6K in Q3 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Lugano Financial Advisors SA (LFA) held 576 shares of Interactive Brokers worth $38.6K as of Q1 2026.
  • Lugano Financial Advisors SA (LFA) left its Interactive Brokers share count unchanged in Q1 2026.
  • Interactive Brokers made up 0.02% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #165 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in Interactive Brokers in Q2 2025 and has held it in 4 quarters since.
  • Lugano Financial Advisors SA (LFA)'s Interactive Brokers position peaked at $39.6K in Q3 2025.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.