OFI Invest Asset Management’s Interactive Brokers IBKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
– Sell
-347,634
Closed -$19M – 367
2025
Q4
$19M Buy
+347,634
New +$23.3M 0.27% 95

Other funds holding IBKR

OFI Invest Asset Management's IBKR Position: Q1 2026 in Review

OFI Invest Asset Management sold out of Interactive Brokers (IBKR) in Q1 2026, closing a stake of 347,634 shares — an estimated $19M sold.

OFI Invest Asset Management first reported a position in IBKR in Q4 2025 and held it in 1 quarter. The position peaked at $19M in Q4 2025. 1,000 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • OFI Invest Asset Management reported no remaining Interactive Brokers position as of Q1 2026 after selling out during the quarter.
  • OFI Invest Asset Management sold 347,634 Interactive Brokers shares in Q1 2026, an estimated $19M.
  • OFI Invest Asset Management first reported a position in Interactive Brokers in Q4 2025 and held it in 1 quarter.
  • OFI Invest Asset Management's Interactive Brokers position peaked at $19M in Q4 2025.
  • 1,000 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on OFI Invest Asset Management's 13F filing for Q1 2026, filed 5 May 2026.