Pullen Investment Management’s Interactive Brokers IBKR Stock Holding History

Pullen Investment 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
2026 Q1	$1.28M	Sell	19,123 -289	-1%	-$20.6K	0.64%	63
2025 Q4	$1.25M	Sell	19,412 -336	-2%	-$22.5K	0.66%	61
2025 Q3	$1.36M	Buy	19,748 +200	+1%	+$12.6K	0.74%	55
2025 Q2	$1.08M	Sell	19,548 -44	-0.2%	-$2.09K	0.65%	61
2025 Q1	$811K	Sell	19,592 -1,196	-6%	-$59.3K	0.51%	75
2024 Q4	$918K	Sell	20,788 -1,544	-7%	-$65K	0.6%	67
2024 Q3	$778K	Sell	22,332 -11,884	-35%	-$368K	0.57%	65
2024 Q2	$1.05M	Sell	34,216 -1,468	-4%	-$43.8K	0.87%	41
2024 Q1	$997K	Buy	+35,684	New	+$889K	0.84%	42

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

Pullen Investment Management's IBKR Position: Q1 2026 in Review

Pullen Investment Management reduced its Interactive Brokers (IBKR) stake by 1.5% in Q1 2026, selling an estimated $20.6K and leaving 19,123 shares worth $1.28M. The position accounts for 0.64% of the portfolio, ranked #63.

Pullen Investment Management first reported a position in IBKR in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.36M in Q3 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

Pullen Investment Management held 19,123 shares of Interactive Brokers worth $1.28M as of Q1 2026.
Pullen Investment Management sold 289 Interactive Brokers shares in Q1 2026, an estimated $20.6K.
Interactive Brokers made up 0.64% of Pullen Investment Management's portfolio in Q1 2026, its #63 holding.
Pullen Investment Management first reported a position in Interactive Brokers in Q1 2024 and has held it in 9 quarters since.
Pullen Investment Management's Interactive Brokers position peaked at $1.36M in Q3 2025.
993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Pullen Investment Management's 13F filing for Q1 2026, filed 15 Apr 2026.