Resurgent Financial Advisors’s Interactive Brokers IBKR Stock Holding History

Resurgent Financial Advisors’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	$233K	Buy	+3,474	New	+$248K	0.08%	228

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 $15.1B AUM 23.54% 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

Resurgent Financial Advisors's IBKR Position: Q1 2026 in Review

Resurgent Financial Advisors opened a new position in Interactive Brokers (IBKR) in Q1 2026: 3,474 shares worth $233K. The stake represents 0.08% of the portfolio and ranks #228 among its holdings.

993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

Resurgent Financial Advisors held 3,474 shares of Interactive Brokers worth $233K as of Q1 2026.
Interactive Brokers was a new Resurgent Financial Advisors position in Q1 2026.
Interactive Brokers made up 0.08% of Resurgent Financial Advisors's portfolio in Q1 2026, its #228 holding.
993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.