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Private Advisory Group’s Interactive Brokers IBKR Stock Holding History

Private Advisory 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 		$958K Buy
14,279
+698
+5% +$49.8K 0.06% 153
2025
Q4 		$873K Sell
13,581
-390
-3% -$26.1K 0.07% 135
2025
Q3 		$961K Sell
13,971
-7,388
-35% -$465K 0.08% 126
2025
Q2 		$1.18M Buy
21,359
+11,131
+109% +$528K 0.11% 114
2025
Q1 		$423K Sell
10,228
-14,460
-59% -$716K 0.05% 149
2024
Q4 		$1.09M Buy
+24,688
New +$1.04M 0.12% 112

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 $665M AUM 25.91% 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 Advisory Group's IBKR Position: Q1 2026 in Review

Private Advisory Group increased its Interactive Brokers (IBKR) stake by 5.1% in Q1 2026, buying an estimated $49.8K and bringing the position to 14,279 shares worth $958K. The position accounts for 0.06% of the portfolio, ranked #153.

Private Advisory Group first reported a position in IBKR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.18M in Q2 2025. 994 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Private Advisory Group held 14,279 shares of Interactive Brokers worth $958K as of Q1 2026.
  • Private Advisory Group bought 698 Interactive Brokers shares in Q1 2026, an estimated $49.8K.
  • Interactive Brokers made up 0.06% of Private Advisory Group's portfolio in Q1 2026, its #153 holding.
  • Private Advisory Group first reported a position in Interactive Brokers in Q4 2024 and has held it in 6 quarters since.
  • Private Advisory Group's Interactive Brokers position peaked at $1.18M in Q2 2025.
  • 994 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.