Private Advisory Group
IBKR icon

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
Q3 		$1.31M Sell
15,315
-2,511
-14% -$230K 0.07% 171
2026
Q2 		$1.55M Buy
17,826
+3,547
+25% +$295K 0.08% 148
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Private Advisory Group's IBKR Position: Q3 2026 in Review

Private Advisory Group reduced its Interactive Brokers (IBKR) stake by 14% in Q3 2026, selling an estimated $230K and leaving 15,315 shares worth $1.31M. The position accounts for 0.07% of the portfolio, ranked #171.

Private Advisory Group first reported a position in IBKR in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.55M in Q2 2026. 586 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

  • Private Advisory Group held 15,315 shares of Interactive Brokers worth $1.31M as of Q3 2026.
  • Private Advisory Group sold 2,511 Interactive Brokers shares in Q3 2026, an estimated $230K.
  • Interactive Brokers made up 0.07% of Private Advisory Group's portfolio in Q3 2026, its #171 holding.
  • Private Advisory Group first reported a position in Interactive Brokers in Q4 2024 and has held it in 8 quarters since.
  • Private Advisory Group's Interactive Brokers position peaked at $1.55M in Q2 2026.
  • 586 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.