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Oxford Wealth Group’s Interactive Brokers IBKR Stock Holding History

Oxford Wealth Group’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 		$370K Buy
5,512
+4
+0.1% +$286 0.2% 72
2025
Q4 		$354K Buy
+5,508
New +$369K 0.17% 72

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

Oxford Wealth Group's IBKR Position: Q1 2026 in Review

Oxford Wealth Group increased its Interactive Brokers (IBKR) stake by 0.07% in Q1 2026, buying an estimated $286 and bringing the position to 5,512 shares worth $370K. The position accounts for 0.2% of the portfolio, ranked #72.

Oxford Wealth Group first reported a position in IBKR in Q4 2025 and has held it in 2 quarters since. 994 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Oxford Wealth Group held 5,512 shares of Interactive Brokers worth $370K as of Q1 2026.
  • Oxford Wealth Group bought 4 Interactive Brokers shares in Q1 2026, an estimated $286.
  • Interactive Brokers made up 0.2% of Oxford Wealth Group's portfolio in Q1 2026, its #72 holding.
  • Oxford Wealth Group first reported a position in Interactive Brokers in Q4 2025 and has held it in 2 quarters since.
  • 994 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Oxford Wealth Group's 13F filing for Q1 2026, filed 11 May 2026.