Paragon Financial Partners’s Interactive Brokers IBKR Stock Holding History

Paragon Financial Partners’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	$320K	Buy	+4,146	New	+$296K	0.18%	65

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 $665M AUM 25.91% 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

Paragon Financial Partners's IBKR Position: Q1 2026 in Review

Paragon Financial Partners opened a new position in Interactive Brokers (IBKR) in Q1 2026: 4,146 shares worth $320K. The stake represents 0.18% of the portfolio and ranks #65 among its holdings.

994 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

Paragon Financial Partners held 4,146 shares of Interactive Brokers worth $320K as of Q1 2026.
Interactive Brokers was a new Paragon Financial Partners position in Q1 2026.
Interactive Brokers made up 0.18% of Paragon Financial Partners's portfolio in Q1 2026, its #65 holding.
994 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Paragon Financial Partners's 13F filing for Q1 2026, filed 17 Apr 2026.