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Root Financial Partners’s Interactive Brokers IBKR Stock Holding History

Root Financial Partners’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 		$83.8K Buy
1,250
+850
+213% +$60.7K ﹤0.01% 636
2025
Q4 		$25.7K Buy
400
+121
+43% +$8.1K ﹤0.01% 1044
2025
Q3 		$19.2K Buy
+279
New +$17.6K ﹤0.01% 1140

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 $15.1B AUM 23.54% 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

Root Financial Partners's IBKR Position: Q1 2026 in Review

Root Financial Partners increased its Interactive Brokers (IBKR) stake by 213% in Q1 2026, buying an estimated $60.7K and bringing the position to 1,250 shares worth $83.8K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Root Financial Partners first reported a position in IBKR in Q3 2025 and has held it in 3 quarters since. 994 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Root Financial Partners held 1,250 shares of Interactive Brokers worth $83.8K as of Q1 2026.
  • Root Financial Partners bought 850 Interactive Brokers shares in Q1 2026, an estimated $60.7K.
  • Interactive Brokers made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #636 holding.
  • Root Financial Partners first reported a position in Interactive Brokers in Q3 2025 and has held it in 3 quarters since.
  • 994 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.