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Private Advisor Group’s Interactive Brokers IBKR Stock Holding History

Private Advisor Group’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 		$1.72M Buy
25,607
+1,810
+8% +$129K 0.01% 1120
2025
Q4 		$1.53M Buy
23,797
+3,515
+17% +$235K 0.01% 1160
2025
Q3 		$1.4M Sell
20,282
-4,088
-17% -$257K 0.01% 1180
2025
Q2 		$1.35M Buy
24,370
+5,322
+28% +$252K 0.01% 1150
2025
Q1 		$789K Buy
19,048
+12,152
+176% +$602K ﹤0.01% 1363
2024
Q4 		$305K Sell
6,896
-3,376
-33% -$142K ﹤0.01% 1846
2024
Q3 		$358K Sell
10,272
-1,888
-16% -$58.5K ﹤0.01% 1820
2024
Q2 		$373K Buy
12,160
+808
+7% +$24.1K ﹤0.01% 1733
2024
Q1 		$317K Buy
11,352
+600
+6% +$14.9K ﹤0.01% 1795
2023
Q4 		$223K Buy
+10,752
New +$220K ﹤0.01% 1985
2020
Q3 		– Sell
-2,812
Closed -$29K – 2445
2020
Q2 		$29K Buy
+2,812
New +$29.4K ﹤0.01% 2371
2016
Q1 		– Sell
-51,700
Closed -$564K – 1072
2015
Q4 		$564K Buy
+51,700
New +$539K 0.03% 565

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

Private Advisor Group's IBKR Position: Q1 2026 in Review

Private Advisor Group increased its Interactive Brokers (IBKR) stake by 7.6% in Q1 2026, buying an estimated $129K and bringing the position to 25,607 shares worth $1.72M. The position accounts for 0.01% of the portfolio, ranked #1120.

Private Advisor Group first reported a position in IBKR in Q4 2015 and has held it in 12 quarters since. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Private Advisor Group held 25,607 shares of Interactive Brokers worth $1.72M as of Q1 2026.
  • Private Advisor Group bought 1,810 Interactive Brokers shares in Q1 2026, an estimated $129K.
  • Interactive Brokers made up 0.01% of Private Advisor Group's portfolio in Q1 2026, its #1120 holding.
  • Private Advisor Group first reported a position in Interactive Brokers in Q4 2015 and has held it in 12 quarters since.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.