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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
2018
Q4 		– Sell
-88,000
Closed -$1.22M – 1956
2018
Q3 		$1.22M Sell
88,000
-42,400
-33% -$643K 0.07% 326
2018
Q2 		$2.1M Buy
+130,400
New +$2.36M 0.13% 144
2015
Q4 		– Sell
-38,400
Closed -$379K – 1553
2015
Q3 		$379K Buy
+38,400
New +$395K 0.06% 349

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Prelude Capital Management's IBKR Position: Q2 2026 in Review

Prelude Capital Management increased its Interactive Brokers (IBKR) stake by 54% in Q2 2026, buying an estimated $218K and bringing the position to 7,494 shares worth $652K. The position accounts for 0.05% of the portfolio, ranked #423.

Prelude Capital Management first reported a position in IBKR in Q4 2014 and has held it in 27 quarters since. The position peaked at $3.83M in Q2 2023. 1,117 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Prelude Capital Management held 7,494 shares of Interactive Brokers worth $652K as of Q2 2026.
  • Prelude Capital Management bought 2,623 Interactive Brokers shares in Q2 2026, an estimated $218K.
  • Interactive Brokers made up 0.05% of Prelude Capital Management's portfolio in Q2 2026, its #423 holding.
  • Prelude Capital Management first reported a position in Interactive Brokers in Q4 2014 and has held it in 27 quarters since.
  • Prelude Capital Management's Interactive Brokers position peaked at $3.83M in Q2 2023.
  • 1,117 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.