Prosperity Consulting Group’s Interactive Brokers IBKR Stock Holding History

Prosperity Consulting 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	$305K	Buy	+4,549	New	+$325K	0.01%	419

Other funds holding IBKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Prosperity Consulting Group's IBKR Position: Q1 2026 in Review

Prosperity Consulting Group opened a new position in Interactive Brokers (IBKR) in Q1 2026: 4,549 shares worth $305K. The stake represents 0.01% of the portfolio and ranks #419 among its holdings.

993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

Prosperity Consulting Group held 4,549 shares of Interactive Brokers worth $305K as of Q1 2026.
Interactive Brokers was a new Prosperity Consulting Group position in Q1 2026.
Interactive Brokers made up 0.01% of Prosperity Consulting Group's portfolio in Q1 2026, its #419 holding.
993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.