MCM
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MAI Capital Management’s Interactive Brokers IBKR Stock Holding History

MAI 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 		$372K Sell
5,554
-171
-3% -$12.2K ﹤0.01% 1153
2025
Q4 		$368K Buy
5,725
+4,961
+649% +$332K ﹤0.01% 1076
2025
Q3 		$52.5K Sell
764
-995
-57% -$62.6K ﹤0.01% 1893
2025
Q2 		$97.4K Buy
1,759
+1,131
+180% +$53.7K ﹤0.01% 1500
2025
Q1 		$25.9K Buy
628
+52
+9% +$2.58K ﹤0.01% 2072
2024
Q4 		$25.4K Buy
+576
New +$24.3K ﹤0.01% 2113
2022
Q3 		– Sell
-15,444
Closed -$212K – 989
2022
Q2 		$212K Buy
15,444
+640
+4% +$9.5K ﹤0.01% 792
2022
Q1 		$244K Buy
14,804
+8
+0.1% +$138 ﹤0.01% 752
2021
Q4 		$294K Buy
14,796
+372
+3% +$6.92K ﹤0.01% 715
2021
Q3 		$225K Buy
14,424
+932
+7% +$14.7K ﹤0.01% 693
2021
Q2 		$222K Buy
13,492
+448
+3% +$7.75K ﹤0.01% 674
2021
Q1 		$238K Buy
+13,044
New +$235K 0.01% 640

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

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

MAI Capital Management reduced its Interactive Brokers (IBKR) stake by 3% in Q1 2026, selling an estimated $12.2K and leaving 5,554 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

MAI Capital Management first reported a position in IBKR in Q1 2021 and has held it in 12 quarters since. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • MAI Capital Management held 5,554 shares of Interactive Brokers worth $372K as of Q1 2026.
  • MAI Capital Management sold 171 Interactive Brokers shares in Q1 2026, an estimated $12.2K.
  • Interactive Brokers made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #1153 holding.
  • MAI Capital Management first reported a position in Interactive Brokers in Q1 2021 and has held it in 12 quarters since.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.