PWM
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Pinnacle Wealth Management’s Interactive Brokers IBKR Stock Holding History

Pinnacle 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 		– Sell
-13,526
Closed -$870K – 34
2025
Q4 		$870K Buy
13,526
+300
+2% +$20.1K 0.59% 36
2025
Q3 		$910K Sell
13,226
-15,462
-54% -$973K 0.61% 33
2025
Q2 		$1.59M Buy
28,688
+15,540
+118% +$737K 1.33% 33
2025
Q1 		$544K Buy
+13,148
New +$651K 0.61% 46

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

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

Pinnacle Wealth Management sold out of Interactive Brokers (IBKR) in Q1 2026, closing a stake of 13,526 shares — an estimated $870K sold.

Pinnacle Wealth Management first reported a position in IBKR in Q1 2025 and held it in 4 quarters. The position peaked at $1.59M in Q2 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Pinnacle Wealth Management reported no remaining Interactive Brokers position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Management sold 13,526 Interactive Brokers shares in Q1 2026, an estimated $870K.
  • Pinnacle Wealth Management first reported a position in Interactive Brokers in Q1 2025 and held it in 4 quarters.
  • Pinnacle Wealth Management's Interactive Brokers position peaked at $1.59M in Q2 2025.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Pinnacle Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.