Rialto Wealth Management’s Interactive Brokers IBKR Stock Holding History

Rialto Wealth 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	$52K	Buy	775 +9	+1%	+$642	0.01%	282
2025 Q4	$49.3K	Hold	766	–	–	0.01%	282
2025 Q3	$52.7K	Buy	766 +2	+0.3%	+$126	0.01%	263
2025 Q2	$42.3K	Buy	764 +12	+2%	+$569	0.01%	281
2025 Q1	$31.1K	Hold	752	–	–	0.01%	298
2024 Q4	$33.2K	Buy	+752	New	+$31.7K	0.01%	288

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

Rialto Wealth Management's IBKR Position: Q1 2026 in Review

Rialto Wealth Management increased its Interactive Brokers (IBKR) stake by 1.2% in Q1 2026, buying an estimated $642 and bringing the position to 775 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #282.

Rialto Wealth Management first reported a position in IBKR in Q4 2024 and has held it in 6 quarters since. The position peaked at $52.7K in Q3 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

Rialto Wealth Management held 775 shares of Interactive Brokers worth $52K as of Q1 2026.
Rialto Wealth Management bought 9 Interactive Brokers shares in Q1 2026, an estimated $642.
Interactive Brokers made up 0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #282 holding.
Rialto Wealth Management first reported a position in Interactive Brokers in Q4 2024 and has held it in 6 quarters since.
Rialto Wealth Management's Interactive Brokers position peaked at $52.7K in Q3 2025.
993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.