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Mather Group’s Interactive Brokers IBKR Stock Holding History

Mather Group’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 		$21.7K Buy
+323
New +$23.1K ﹤0.01% 1257
2025
Q4 		– Sell
-293
Closed -$20.2K – 1096
2025
Q3 		$20.2K Buy
+293
New +$18.4K ﹤0.01% 1119
2025
Q2 		– Sell
-276
Closed -$11.4K – 1112
2025
Q1 		$11.4K Hold
276
– – ﹤0.01% 1221
2024
Q4 		$12.2K Buy
+276
New +$11.6K ﹤0.01% 1195

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

Mather Group's IBKR Position: Q1 2026 in Review

Mather Group opened a new position in Interactive Brokers (IBKR) in Q1 2026: 323 shares worth $21.7K. The stake represents ﹤0.01% of the portfolio and ranks #1257 among its holdings. This is a return to the name: Mather Group previously reported a position in IBKR as recently as Q3 2025.

Mather Group first reported a position in IBKR in Q4 2024 and has held it in 4 quarters since. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Mather Group held 323 shares of Interactive Brokers worth $21.7K as of Q1 2026.
  • Interactive Brokers was a new Mather Group position in Q1 2026.
  • Interactive Brokers made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1257 holding.
  • Mather Group first reported a position in Interactive Brokers in Q4 2024 and has held it in 4 quarters since.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.