New Age Alpha Advisors’s Interactive Brokers IBKR Stock Holding History

New Age Alpha Advisors’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	$1.65M	Sell	24,649 -686	-3%	-$49K	0.08%	332
2025 Q4	$1.63M	Sell	25,335 -39,908	-61%	-$2.67M	0.07%	344
2025 Q3	$4.49M	Sell	65,243 -3,395	-5%	-$214K	0.19%	155
2025 Q2	$3.8M	Sell	68,638 -20,502	-23%	-$973K	0.17%	173
2025 Q1	$3.69M	Sell	89,140 -157,372	-64%	-$7.8M	0.17%	191
2024 Q4	$10.9M	Buy	+246,512	New	+$10.4M	0.44%	40

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

New Age Alpha Advisors's IBKR Position: Q1 2026 in Review

New Age Alpha Advisors reduced its Interactive Brokers (IBKR) stake by 2.7% in Q1 2026, selling an estimated $49K and leaving 24,649 shares worth $1.65M. The position accounts for 0.08% of the portfolio, ranked #332.

New Age Alpha Advisors first reported a position in IBKR in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.9M in Q4 2024. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

New Age Alpha Advisors held 24,649 shares of Interactive Brokers worth $1.65M as of Q1 2026.
New Age Alpha Advisors sold 686 Interactive Brokers shares in Q1 2026, an estimated $49K.
Interactive Brokers made up 0.08% of New Age Alpha Advisors's portfolio in Q1 2026, its #332 holding.
New Age Alpha Advisors first reported a position in Interactive Brokers in Q4 2024 and has held it in 6 quarters since.
New Age Alpha Advisors's Interactive Brokers position peaked at $10.9M in Q4 2024.
993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.