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Mizuho Securities USA’s Interactive Brokers IBKR Stock Holding History

Mizuho Securities USA’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 		$1.81M Sell
26,924
-5,504
-17% -$393K 0.04% 408
2025
Q4 		$2.11M Sell
32,428
-1
-0% -$67 0.03% 402
2025
Q3 		$2.02M Buy
+32,429
New +$2.04M 0.04% 417

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

Mizuho Securities USA's IBKR Position: Q1 2026 in Review

Mizuho Securities USA reduced its Interactive Brokers (IBKR) stake by 17% in Q1 2026, selling an estimated $393K and leaving 26,924 shares worth $1.81M. The position accounts for 0.04% of the portfolio, ranked #408.

Mizuho Securities USA first reported a position in IBKR in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.11M in Q4 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Mizuho Securities USA held 26,924 shares of Interactive Brokers worth $1.81M as of Q1 2026.
  • Mizuho Securities USA sold 5,504 Interactive Brokers shares in Q1 2026, an estimated $393K.
  • Interactive Brokers made up 0.04% of Mizuho Securities USA's portfolio in Q1 2026, its #408 holding.
  • Mizuho Securities USA first reported a position in Interactive Brokers in Q3 2025 and has held it in 3 quarters since.
  • Mizuho Securities USA's Interactive Brokers position peaked at $2.11M in Q4 2025.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Mizuho Securities USA's 13F filing for Q1 2026, filed 11 May 2026.