Persistent Asset Partners’s Interactive Brokers IBKR Stock Holding History

Persistent Asset 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
2025 Q4	–	Sell	-40	Closed	-$12.3K	–	402
2025 Q3	$12.3K	Buy	+40	New	+$2.52K	0.01%	213

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

Persistent Asset Partners's IBKR Position: Q1 2026 in Review

Persistent Asset Partners opened a new position in Interactive Brokers (IBKR) in Q1 2026: 9,595 shares worth $644K. The stake represents 0.24% of the portfolio and ranks #94 among its holdings.

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

Persistent Asset Partners held 9,595 shares of Interactive Brokers worth $644K as of Q1 2026.
Interactive Brokers was a new Persistent Asset Partners position in Q1 2026.
Interactive Brokers made up 0.24% of Persistent Asset Partners's portfolio in Q1 2026, its #94 holding.
993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Persistent Asset Partners's 13F filing for Q1 2026, filed 12 May 2026.