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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 $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.