SageView Advisory Group
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SageView Advisory Group’s Interactive Brokers IBKR Stock Holding History

SageView 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 		– Sell
-151
Closed -$9.71K – 1415
2025
Q4 		$9.71K Buy
+151
New +$10.1K ﹤0.01% 1726

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SageView Advisory Group's IBKR Position: Q1 2026 in Review

SageView Advisory Group sold out of Interactive Brokers (IBKR) in Q1 2026, closing a stake of 151 shares — an estimated $9.71K sold.

SageView Advisory Group first reported a position in IBKR in Q4 2025 and held it in 1 quarter. The position peaked at $9.71K in Q4 2025. 1,000 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • SageView Advisory Group reported no remaining Interactive Brokers position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 151 Interactive Brokers shares in Q1 2026, an estimated $9.71K.
  • SageView Advisory Group first reported a position in Interactive Brokers in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Interactive Brokers position peaked at $9.71K in Q4 2025.
  • 1,000 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.