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Sagespring Wealth Partners’s Interactive Brokers IBKR Stock Holding History

Sagespring Wealth 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 		$419K Buy
6,249
+383
+7% +$27.3K 0.01% 552
2025
Q4 		$377K Sell
5,866
-473
-7% -$31.7K 0.01% 554
2025
Q3 		$436K Sell
6,339
-44
-0.7% -$2.77K 0.01% 495
2025
Q2 		$354K Sell
6,383
-53
-0.8% -$2.52K 0.01% 530
2025
Q1 		$266K Buy
6,436
+184
+3% +$9.12K 0.01% 552
2024
Q4 		$276K Buy
+6,252
New +$263K 0.01% 498

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 $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

Sagespring Wealth Partners's IBKR Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Interactive Brokers (IBKR) stake by 6.5% in Q1 2026, buying an estimated $27.3K and bringing the position to 6,249 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #552.

Sagespring Wealth Partners first reported a position in IBKR in Q4 2024 and has held it in 6 quarters since. The position peaked at $436K in Q3 2025. 994 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Sagespring Wealth Partners held 6,249 shares of Interactive Brokers worth $419K as of Q1 2026.
  • Sagespring Wealth Partners bought 383 Interactive Brokers shares in Q1 2026, an estimated $27.3K.
  • Interactive Brokers made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #552 holding.
  • Sagespring Wealth Partners first reported a position in Interactive Brokers in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Interactive Brokers position peaked at $436K in Q3 2025.
  • 994 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.