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&Partners’s Interactive Brokers IBKR Stock Holding History

&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 		$4.71M Buy
70,066
+6,613
+10% +$472K 0.02% 541
2025
Q4 		$4.08M Buy
63,453
+31
+0% +$2.08K 0.02% 569
2025
Q3 		$4.36M Buy
63,422
+5,557
+10% +$350K 0.03% 473
2025
Q2 		$3.2M Buy
57,865
+6,325
+12% +$300K 0.02% 489
2025
Q1 		$2.12M Buy
51,540
+6,572
+15% +$326K 0.02% 520
2024
Q4 		$2.07M Buy
44,968
+13,816
+44% +$582K 0.02% 490
2024
Q3 		$1.09M Buy
31,152
+13,764
+79% +$426K 0.02% 543
2024
Q2 		$533K Buy
+17,388
New +$519K 0.02% 516

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 $15.1B AUM 23.54% 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

&Partners's IBKR Position: Q1 2026 in Review

&Partners increased its Interactive Brokers (IBKR) stake by 10% in Q1 2026, buying an estimated $472K and bringing the position to 70,066 shares worth $4.71M. The position accounts for 0.02% of the portfolio, ranked #541.

&Partners first reported a position in IBKR in Q2 2024 and has held it in 8 quarters since. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • &Partners held 70,066 shares of Interactive Brokers worth $4.71M as of Q1 2026.
  • &Partners bought 6,613 Interactive Brokers shares in Q1 2026, an estimated $472K.
  • Interactive Brokers made up 0.02% of &Partners's portfolio in Q1 2026, its #541 holding.
  • &Partners first reported a position in Interactive Brokers in Q2 2024 and has held it in 8 quarters since.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.