Maridea Wealth Management’s Interactive Brokers IBKR Stock Holding History

Maridea 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	$586K	Buy	8,733 +3,083	+55%	+$220K	0.09%	228
2025 Q4	$363K	Sell	5,650 -3,813	-40%	-$255K	0.05%	304
2025 Q3	$633K	Buy	9,463 +11	+0.1%	+$692	0.1%	198
2025 Q2	$524K	Buy	+9,452	New	+$448K	0.14%	147
2025 Q1	–	Sell	-16,904	Closed	-$747K	–	253
2024 Q4	$747K	Buy	+16,904	New	+$712K	0.24%	70

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

Maridea Wealth Management's IBKR Position: Q1 2026 in Review

Maridea Wealth Management increased its Interactive Brokers (IBKR) stake by 55% in Q1 2026, buying an estimated $220K and bringing the position to 8,733 shares worth $586K. The position accounts for 0.09% of the portfolio, ranked #228.

Maridea Wealth Management first reported a position in IBKR in Q4 2024 and has held it in 5 quarters since. The position peaked at $747K in Q4 2024. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

Maridea Wealth Management held 8,733 shares of Interactive Brokers worth $586K as of Q1 2026.
Maridea Wealth Management bought 3,083 Interactive Brokers shares in Q1 2026, an estimated $220K.
Interactive Brokers made up 0.09% of Maridea Wealth Management's portfolio in Q1 2026, its #228 holding.
Maridea Wealth Management first reported a position in Interactive Brokers in Q4 2024 and has held it in 5 quarters since.
Maridea Wealth Management's Interactive Brokers position peaked at $747K in Q4 2024.
993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.