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PUREfi Wealth’s Interactive Brokers IBKR Stock Holding History

PUREfi Wealth’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 		$281K Sell
4,188
-362
-8% -$25.8K 0.18% 148
2025
Q4 		$293K Sell
4,550
-4
-0.1% -$268 0.22% 123
2025
Q3 		$313K Buy
4,554
+206
+5% +$13K 0.24% 113
2025
Q2 		$241K Sell
4,348
-636
-13% -$30.2K 0.19% 139
2025
Q1 		$206K Buy
4,984
+200
+4% +$9.91K 0.21% 131
2024
Q4 		$211K Buy
+4,784
New +$201K 0.21% 142

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

PUREfi Wealth's IBKR Position: Q1 2026 in Review

PUREfi Wealth reduced its Interactive Brokers (IBKR) stake by 8% in Q1 2026, selling an estimated $25.8K and leaving 4,188 shares worth $281K. The position accounts for 0.18% of the portfolio, ranked #148.

PUREfi Wealth first reported a position in IBKR in Q4 2024 and has held it in 6 quarters since. The position peaked at $313K in Q3 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • PUREfi Wealth held 4,188 shares of Interactive Brokers worth $281K as of Q1 2026.
  • PUREfi Wealth sold 362 Interactive Brokers shares in Q1 2026, an estimated $25.8K.
  • Interactive Brokers made up 0.18% of PUREfi Wealth's portfolio in Q1 2026, its #148 holding.
  • PUREfi Wealth first reported a position in Interactive Brokers in Q4 2024 and has held it in 6 quarters since.
  • PUREfi Wealth's Interactive Brokers position peaked at $313K in Q3 2025.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on PUREfi Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.