Perigon Wealth Management’s Interactive Brokers IBKR Stock Holding History

Perigon Wealth Management’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	$220K	Buy	+3,276	New	+$234K	﹤0.01%	1174

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 $15.1B AUM 23.54% 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

Perigon Wealth Management's IBKR Position: Q1 2026 in Review

Perigon Wealth Management opened a new position in Interactive Brokers (IBKR) in Q1 2026: 3,276 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #1174 among its holdings.

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

Perigon Wealth Management held 3,276 shares of Interactive Brokers worth $220K as of Q1 2026.
Interactive Brokers was a new Perigon Wealth Management position in Q1 2026.
Interactive Brokers made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1174 holding.
993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.