Raymond James Financial
IBKR icon

Raymond James Financial’s Interactive Brokers IBKR Stock Holding History

Raymond James Financial’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 		$119M Sell
1,775,579
-143,722
-7% -$10.3M 0.04% 446
2025
Q4 		$123M Sell
1,919,301
-225,563
-11% -$15.1M 0.04% 423
2025
Q3 		$148M Buy
2,144,864
+84,460
+4% +$5.31M 0.05% 357
2025
Q2 		$114M Sell
2,060,404
-320,796
-13% -$15.2M 0.04% 435
2025
Q1 		$98.6M Sell
2,381,200
-336,780
-12% -$16.7M 0.04% 439
2024
Q4 		$120M Buy
+2,717,980
New +$114M 0.04% 372

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Raymond James Financial's IBKR Position: Q1 2026 in Review

Raymond James Financial reduced its Interactive Brokers (IBKR) stake by 7.5% in Q1 2026, selling an estimated $10.3M and leaving 1,775,579 shares worth $119M. The position accounts for 0.04% of the portfolio, ranked #446.

Raymond James Financial first reported a position in IBKR in Q4 2024 and has held it in 6 quarters since. The position peaked at $148M in Q3 2025. 996 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Raymond James Financial held 1,775,579 shares of Interactive Brokers worth $119M as of Q1 2026.
  • Raymond James Financial sold 143,722 Interactive Brokers shares in Q1 2026, an estimated $10.3M.
  • Interactive Brokers made up 0.04% of Raymond James Financial's portfolio in Q1 2026, its #446 holding.
  • Raymond James Financial first reported a position in Interactive Brokers in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Interactive Brokers position peaked at $148M in Q3 2025.
  • 996 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.