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Oppenheimer & Co’s Interactive Brokers IBKR Stock Holding History

Oppenheimer & Co’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 		$2.31M Buy
34,396
+23,730
+222% +$1.69M 0.03% 547
2025
Q4 		$686K Sell
10,666
-11,908
-53% -$797K 0.01% 952
2025
Q3 		$1.55M Buy
22,574
+16,676
+283% +$1.05M 0.02% 699
2025
Q2 		$327K Sell
5,898
-15,722
-73% -$746K ﹤0.01% 1315
2025
Q1 		$895K Buy
21,620
+15,580
+258% +$772K 0.01% 848
2024
Q4 		$267K Sell
6,040
-540
-8% -$22.7K ﹤0.01% 1327
2024
Q3 		$229K Buy
+6,580
New +$204K ﹤0.01% 1355
2024
Q2 		– Sell
-11,692
Closed -$327K – 1477
2024
Q1 		$327K Buy
+11,692
New +$291K 0.01% 1147
2023
Q4 		– Sell
-13,916
Closed -$301K – 1416
2023
Q3 		$301K Buy
13,916
+48
+0.3% +$1.07K 0.01% 1128
2023
Q2 		$288K Sell
13,868
-4,104
-23% -$81K 0.01% 1169
2023
Q1 		$371K Buy
17,972
+1,260
+8% +$25.6K 0.01% 1060
2022
Q4 		$302K Buy
+16,712
New +$312K 0.01% 1089
2021
Q2 		– Sell
-13,200
Closed -$241K – 1537
2021
Q1 		$241K Sell
13,200
-52,400
-80% -$944K ﹤0.01% 1267
2020
Q4 		$999K Buy
+65,600
New +$869K 0.02% 651
2019
Q4 		– Sell
-15,600
Closed -$201K – 1290
2019
Q3 		$201K Sell
15,600
-800
-5% -$9.95K 0.01% 1139
2019
Q2 		$218K Sell
16,400
-25,600
-61% -$347K 0.01% 1145
2019
Q1 		$544K Sell
42,000
-60,600
-59% -$797K 0.01% 784
2018
Q4 		$1.35M Buy
+102,600
New +$1.37M 0.04% 440
2018
Q2 		– Sell
-12,000
Closed -$202K – 1361
2018
Q1 		$202K Sell
12,000
-20,800
-63% -$344K 0.01% 1216
2017
Q4 		$486K Buy
+32,800
New +$447K 0.01% 869
2017
Q3 		– Sell
-38,000
Closed -$355K – 1324
2017
Q2 		$355K Buy
+38,000
New +$337K 0.01% 962

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

Oppenheimer & Co's IBKR Position: Q1 2026 in Review

Oppenheimer & Co increased its Interactive Brokers (IBKR) stake by 222% in Q1 2026, buying an estimated $1.69M and bringing the position to 34,396 shares worth $2.31M. The position accounts for 0.03% of the portfolio, ranked #547.

Oppenheimer & Co first reported a position in IBKR in Q2 2017 and has held it in 21 quarters since. 994 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Oppenheimer & Co held 34,396 shares of Interactive Brokers worth $2.31M as of Q1 2026.
  • Oppenheimer & Co bought 23,730 Interactive Brokers shares in Q1 2026, an estimated $1.69M.
  • Interactive Brokers made up 0.03% of Oppenheimer & Co's portfolio in Q1 2026, its #547 holding.
  • Oppenheimer & Co first reported a position in Interactive Brokers in Q2 2017 and has held it in 21 quarters since.
  • 994 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.