Marks Group Wealth Management’s Interactive Brokers IBKR Stock Holding History

Marks Group 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	$1.86M	Sell	27,719 -5,965	-18%	-$426K	0.18%	141
2025 Q4	$2.17M	Sell	33,684 -10,639	-24%	-$712K	0.21%	122
2025 Q3	$3.05M	Buy	+44,323	New	+$2.79M	0.28%	96
2022 Q3	–	Sell	-227,464	Closed	-$3.13M	–	288
2022 Q2	$3.13M	Buy	227,464 +9,692	+4%	+$144K	0.45%	78
2022 Q1	$3.59M	Buy	217,772 +21,176	+11%	+$365K	0.45%	83
2021 Q4	$3.9M	Buy	196,596 +6,288	+3%	+$117K	0.48%	78
2021 Q3	$2.96M	Buy	190,308 +8,800	+5%	+$139K	0.4%	90
2021 Q2	$2.98M	Buy	181,508 +6,400	+4%	+$111K	0.41%	101
2021 Q1	$3.2M	Sell	175,108 -65,728	-27%	-$1.18M	0.47%	93
2020 Q4	$3.67M	Buy	240,836 +19,804	+9%	+$262K	0.57%	80
2020 Q3	$2.67M	Buy	221,032 +1,168	+0.5%	+$14.6K	0.48%	91
2020 Q2	$2.31M	Buy	219,864 +13,820	+7%	+$144K	0.47%	94
2020 Q1	$2.23M	Buy	206,044 +19,252	+10%	+$233K	0.58%	79
2019 Q4	$2.18M	Buy	+186,792	New	+$2.19M	0.43%	97

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

Marks Group Wealth Management's IBKR Position: Q1 2026 in Review

Marks Group Wealth Management reduced its Interactive Brokers (IBKR) stake by 18% in Q1 2026, selling an estimated $426K and leaving 27,719 shares worth $1.86M. The position accounts for 0.18% of the portfolio, ranked #141.

Marks Group Wealth Management first reported a position in IBKR in Q4 2019 and has held it in 14 quarters since. The position peaked at $3.9M in Q4 2021. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

Marks Group Wealth Management held 27,719 shares of Interactive Brokers worth $1.86M as of Q1 2026.
Marks Group Wealth Management sold 5,965 Interactive Brokers shares in Q1 2026, an estimated $426K.
Interactive Brokers made up 0.18% of Marks Group Wealth Management's portfolio in Q1 2026, its #141 holding.
Marks Group Wealth Management first reported a position in Interactive Brokers in Q4 2019 and has held it in 14 quarters since.
Marks Group Wealth Management's Interactive Brokers position peaked at $3.9M in Q4 2021.
993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.