Sanctuary Advisors’s Interactive Brokers IBKR Stock Holding History

Sanctuary 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	$4.98M	Buy	74,205 +317	+0.4%	+$22.6K	0.03%	566
2025 Q4	$4.75M	Buy	73,888 +61	+0.1%	+$4.08K	0.03%	567
2025 Q3	$5.08M	Buy	73,827 +3,258	+5%	+$205K	0.03%	529
2025 Q2	$3.91M	Sell	70,569 -9,435	-12%	-$448K	0.02%	584
2025 Q1	$3.31M	Sell	80,004 -5,116	-6%	-$253K	0.02%	602
2024 Q4	$4.66M	Sell	85,120 -1,428	-2%	-$60.1K	0.03%	520
2024 Q3	$4.15M	Buy	86,548 +5,132	+6%	+$159K	0.03%	570
2024 Q2	$2.36M	Buy	+81,416	New	+$2.43M	0.02%	730

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

Sanctuary Advisors's IBKR Position: Q1 2026 in Review

Sanctuary Advisors increased its Interactive Brokers (IBKR) stake by 0.43% in Q1 2026, buying an estimated $22.6K and bringing the position to 74,205 shares worth $4.98M. The position accounts for 0.03% of the portfolio, ranked #566.

Sanctuary Advisors first reported a position in IBKR in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.08M in Q3 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

Sanctuary Advisors held 74,205 shares of Interactive Brokers worth $4.98M as of Q1 2026.
Sanctuary Advisors bought 317 Interactive Brokers shares in Q1 2026, an estimated $22.6K.
Interactive Brokers made up 0.03% of Sanctuary Advisors's portfolio in Q1 2026, its #566 holding.
Sanctuary Advisors first reported a position in Interactive Brokers in Q2 2024 and has held it in 8 quarters since.
Sanctuary Advisors's Interactive Brokers position peaked at $5.08M in Q3 2025.
993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.