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Prelude Capital Management’s Interactive Brokers IBKR Stock Holding History

Prelude Capital 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 		$327K Buy
4,871
+668
+16% +$47.7K 0.03% 676
2025
Q4 		$270K Buy
+4,203
New +$281K 0.02% 848
2025
Q2 		– Sell
-28,428
Closed -$1.18M – 1153
2025
Q1 		$1.18M Buy
+28,428
New +$1.41M 0.09% 268
2023
Q3 		– Sell
-184,292
Closed -$3.83M – 1230
2023
Q2 		$3.83M Buy
184,292
+38,756
+27% +$765K 0.25% 77
2023
Q1 		$3M Buy
145,536
+71,032
+95% +$1.45M 0.18% 133
2022
Q4 		$1.35M Buy
+74,504
New +$1.39M 0.07% 296
2022
Q3 		– Sell
-16,088
Closed -$221K – 1734
2022
Q2 		$221K Sell
16,088
-9,468
-37% -$141K 0.01% 1239
2022
Q1 		$421K Buy
25,556
+372
+1% +$6.41K 0.01% 933
2021
Q4 		$500K Sell
25,184
-93,568
-79% -$1.74M 0.01% 1012
2021
Q3 		$1.85M Buy
118,752
+8
+0% +$126 0.05% 341
2021
Q2 		$1.95M Sell
118,744
-21,168
-15% -$366K 0.06% 310
2021
Q1 		$2.56M Buy
139,912
+11,608
+9% +$209K 0.07% 263
2020
Q4 		$1.95M Buy
128,304
+48,012
+60% +$636K 0.05% 301
2020
Q3 		$970K Buy
80,292
+77,228
+2,520% +$963K 0.05% 281
2020
Q2 		$32K Buy
+3,064
New +$32K ﹤0.01% 1273
2019
Q2 		– Sell
-4,104
Closed -$53K – 1872
2019
Q1 		$53K Sell
4,104
-10,832
-73% -$142K ﹤0.01% 1104
2018
Q4 		$204K Sell
14,936
-90,548
-86% -$1.21M 0.01% 714
2018
Q3 		$1.46M Buy
105,484
+22,540
+27% +$342K 0.08% 265
2018
Q2 		$1.34M Buy
82,944
+71,744
+641% +$1.3M 0.08% 254
2018
Q1 		$188K Hold
11,200
– – 0.01% 696
2017
Q4 		$166K Buy
+11,200
New +$153K 0.01% 653
2016
Q1 		– Sell
-8,800
Closed -$96K – 1377
2015
Q4 		$96K Hold
8,800
– – 0.01% 827
2015
Q3 		$87K Buy
8,800
+1,200
+16% +$12.3K 0.01% 885
2015
Q2 		$79K Sell
7,600
-400
-5% -$3.63K 0.01% 977
2015
Q1 		$68K Buy
8,000
+6,720
+525% +$53.4K 0.01% 1169
2014
Q4 		$9K Buy
+1,280
New +$8.56K ﹤0.01% 1806

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

Prelude Capital Management's IBKR Position: Q1 2026 in Review

Prelude Capital Management increased its Interactive Brokers (IBKR) stake by 16% in Q1 2026, buying an estimated $47.7K and bringing the position to 4,871 shares worth $327K. The position accounts for 0.03% of the portfolio, ranked #676.

Prelude Capital Management first reported a position in IBKR in Q4 2014 and has held it in 26 quarters since. The position peaked at $3.83M in Q2 2023. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Prelude Capital Management held 4,871 shares of Interactive Brokers worth $327K as of Q1 2026.
  • Prelude Capital Management bought 668 Interactive Brokers shares in Q1 2026, an estimated $47.7K.
  • Interactive Brokers made up 0.03% of Prelude Capital Management's portfolio in Q1 2026, its #676 holding.
  • Prelude Capital Management first reported a position in Interactive Brokers in Q4 2014 and has held it in 26 quarters since.
  • Prelude Capital Management's Interactive Brokers position peaked at $3.83M in Q2 2023.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.