Q1WB
IBKR icon

Quest 10 Wealth Builders’s Interactive Brokers IBKR Stock Holding History

Quest 10 Wealth Builders’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 		$87.7K Hold
1,307
– – 0.08% 151
2025
Q4 		$84.1K Hold
1,307
– – 0.08% 144
2025
Q3 		$89.9K Sell
1,307
-49
-4% -$3.08K 0.08% 130
2025
Q2 		$75.1K Hold
1,356
– – 0.07% 147
2025
Q1 		$56.1K Sell
1,356
-112
-8% -$5.55K 0.06% 162
2024
Q4 		$64.8K Buy
+1,468
New +$61.8K 0.06% 157

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

Quest 10 Wealth Builders's IBKR Position: Q1 2026 in Review

Quest 10 Wealth Builders held its Interactive Brokers (IBKR) position steady in Q1 2026 at 1,307 shares worth $87.7K. The position accounts for 0.08% of the portfolio, ranked #151.

Quest 10 Wealth Builders first reported a position in IBKR in Q4 2024 and has held it in 6 quarters since. The position peaked at $89.9K in Q3 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Quest 10 Wealth Builders held 1,307 shares of Interactive Brokers worth $87.7K as of Q1 2026.
  • Quest 10 Wealth Builders left its Interactive Brokers share count unchanged in Q1 2026.
  • Interactive Brokers made up 0.08% of Quest 10 Wealth Builders's portfolio in Q1 2026, its #151 holding.
  • Quest 10 Wealth Builders first reported a position in Interactive Brokers in Q4 2024 and has held it in 6 quarters since.
  • Quest 10 Wealth Builders's Interactive Brokers position peaked at $89.9K in Q3 2025.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q1 2026, filed 6 May 2026.