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Pinnacle Wealth Planning Services’s Interactive Brokers IBKR Stock Holding History

Pinnacle Wealth Planning Services’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 		$17.3K Buy
258
+80
+45% +$5.71K ﹤0.01% 1770
2025
Q4 		$11.4K Buy
+178
New +$11.9K ﹤0.01% 1963
2021
Q1 		– Sell
-8
Closed – – 1086
2020
Q4 		$0 Buy
+8
New +$106 ﹤0.01% 2277

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 Planning Services's IBKR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Interactive Brokers (IBKR) stake by 45% in Q1 2026, buying an estimated $5.71K and bringing the position to 258 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1770.

Pinnacle Wealth Planning Services first reported a position in IBKR in Q4 2020 and has held it in 3 quarters since. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Pinnacle Wealth Planning Services held 258 shares of Interactive Brokers worth $17.3K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 80 Interactive Brokers shares in Q1 2026, an estimated $5.71K.
  • Interactive Brokers made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1770 holding.
  • Pinnacle Wealth Planning Services first reported a position in Interactive Brokers in Q4 2020 and has held it in 3 quarters since.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.