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Rakuten Investment Management’s Interactive Brokers IBKR Stock Holding History

Rakuten 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 		$4.21M Buy
66,096
+7,514
+13% +$536K 0.01% 285
2025
Q4 		$3.83M Buy
58,582
+45,526
+349% +$3.05M 0.01% 316
2025
Q3 		$8.23M Buy
+13,056
New +$821K 0.03% 174
2025
Q1 		$495K Buy
+12,016
New +$595K ﹤0.01% 568

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 $665M AUM 25.91% 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

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

Rakuten Investment Management increased its Interactive Brokers (IBKR) stake by 13% in Q1 2026, buying an estimated $536K and bringing the position to 66,096 shares worth $4.21M. The position accounts for 0.01% of the portfolio, ranked #285.

Rakuten Investment Management first reported a position in IBKR in Q1 2025 and has held it in 4 quarters since. The position peaked at $8.23M in Q3 2025. 994 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Rakuten Investment Management held 66,096 shares of Interactive Brokers worth $4.21M as of Q1 2026.
  • Rakuten Investment Management bought 7,514 Interactive Brokers shares in Q1 2026, an estimated $536K.
  • Interactive Brokers made up 0.01% of Rakuten Investment Management's portfolio in Q1 2026, its #285 holding.
  • Rakuten Investment Management first reported a position in Interactive Brokers in Q1 2025 and has held it in 4 quarters since.
  • Rakuten Investment Management's Interactive Brokers position peaked at $8.23M in Q3 2025.
  • 994 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.