PFO
IBKR icon

PMC FIG Opportunities’s Interactive Brokers IBKR Stock Holding History

PMC FIG Opportunities’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 		$1.63M Buy
+24,307
New +$1.73M 2.51% 21
2023
Q2 		– Sell
-24,000
Closed -$495K – 27
2023
Q1 		$495K Buy
+24,000
New +$488K 3.16% 16

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

PMC FIG Opportunities's IBKR Position: Q1 2026 in Review

PMC FIG Opportunities opened a new position in Interactive Brokers (IBKR) in Q1 2026: 24,307 shares worth $1.63M. The stake represents 2.51% of the portfolio and ranks #21 among its holdings. This is a return to the name: PMC FIG Opportunities previously reported a position in IBKR as recently as Q1 2023.

PMC FIG Opportunities first reported a position in IBKR in Q1 2023 and has held it in 2 quarters since. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • PMC FIG Opportunities held 24,307 shares of Interactive Brokers worth $1.63M as of Q1 2026.
  • Interactive Brokers was a new PMC FIG Opportunities position in Q1 2026.
  • Interactive Brokers made up 2.51% of PMC FIG Opportunities's portfolio in Q1 2026, its #21 holding.
  • PMC FIG Opportunities first reported a position in Interactive Brokers in Q1 2023 and has held it in 2 quarters since.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on PMC FIG Opportunities's 13F filing for Q1 2026, filed 15 May 2026.