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MUFG Securities Americas’s Interactive Brokers IBKR Stock Holding History

MUFG Securities Americas’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 		$827K Buy
12,323
+324
+3% +$23.1K 0.05% 295
2025
Q4 		$772K Sell
11,999
-8
-0.1% -$536 0.05% 302
2025
Q3 		$826K Buy
+12,007
New +$755K 0.05% 290

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 $665M AUM 25.91% 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

MUFG Securities Americas's IBKR Position: Q1 2026 in Review

MUFG Securities Americas increased its Interactive Brokers (IBKR) stake by 2.7% in Q1 2026, buying an estimated $23.1K and bringing the position to 12,323 shares worth $827K. The position accounts for 0.05% of the portfolio, ranked #295.

MUFG Securities Americas first reported a position in IBKR in Q3 2025 and has held it in 3 quarters since. 994 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • MUFG Securities Americas held 12,323 shares of Interactive Brokers worth $827K as of Q1 2026.
  • MUFG Securities Americas bought 324 Interactive Brokers shares in Q1 2026, an estimated $23.1K.
  • Interactive Brokers made up 0.05% of MUFG Securities Americas's portfolio in Q1 2026, its #295 holding.
  • MUFG Securities Americas first reported a position in Interactive Brokers in Q3 2025 and has held it in 3 quarters since.
  • 994 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

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