Rehmann Capital Advisory Group’s Interactive Brokers IBKR Stock Holding History

Rehmann Capital Advisory Group’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	$247K	Buy	3,688 +25	+0.7%	+$1.78K	0.01%	592
2025 Q4	$236K	Buy	3,663 +6	+0.2%	+$402	0.01%	596
2025 Q3	$252K	Sell	3,657 -426	-10%	-$26.8K	0.01%	557
2025 Q2	$226K	Buy	+4,083	New	+$194K	0.01%	545
2019 Q3	$17.2K	Hold	1,276	–	–	﹤0.01%	911
2019 Q2	$17.3K	Hold	1,276	–	–	﹤0.01%	1186
2019 Q1	$16.5K	Hold	1,276	–	–	﹤0.01%	1178
2018 Q4	$17.4K	Hold	1,276	–	–	﹤0.01%	896
2018 Q3	$17.6K	Hold	1,276	–	–	﹤0.01%	1158
2018 Q2	$20.5K	Hold	1,276	–	–	﹤0.01%	1101
2018 Q1	$21K	Buy	+1,276	New	+$21.1K	﹤0.01%	1058

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 $665M AUM 25.91% 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

Rehmann Capital Advisory Group's IBKR Position: Q1 2026 in Review

Rehmann Capital Advisory Group increased its Interactive Brokers (IBKR) stake by 0.68% in Q1 2026, buying an estimated $1.78K and bringing the position to 3,688 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #592.

Rehmann Capital Advisory Group first reported a position in IBKR in Q1 2018 and has held it in 11 quarters since. The position peaked at $252K in Q3 2025. 994 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

Rehmann Capital Advisory Group held 3,688 shares of Interactive Brokers worth $247K as of Q1 2026.
Rehmann Capital Advisory Group bought 25 Interactive Brokers shares in Q1 2026, an estimated $1.78K.
Interactive Brokers made up 0.01% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #592 holding.
Rehmann Capital Advisory Group first reported a position in Interactive Brokers in Q1 2018 and has held it in 11 quarters since.
Rehmann Capital Advisory Group's Interactive Brokers position peaked at $252K in Q3 2025.
994 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.