Schroder Investment Management Group
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Schroder Investment Management Group’s Interactive Brokers IBKR Stock Holding History

Schroder Investment Management 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 		$2.2M Buy
34,505
+10,578
+44% +$755K ﹤0.01% 912
2025
Q4 		$1.56M Buy
23,927
+14,032
+142% +$939K ﹤0.01% 928
2025
Q3 		$681K Buy
9,895
+5,667
+134% +$357K ﹤0.01% 1061
2025
Q2 		$234K Buy
+4,228
New +$201K ﹤0.01% 1111
2013
Q3 		– Sell
-1,515,012
Closed -$6.05M – 1563
2013
Q2 		$6.05M Buy
+1,515,012
New +$5.85M 0.02% 715

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

Schroder Investment Management Group's IBKR Position: Q1 2026 in Review

Schroder Investment Management Group increased its Interactive Brokers (IBKR) stake by 44% in Q1 2026, buying an estimated $755K and bringing the position to 34,505 shares worth $2.2M. The position accounts for ﹤0.01% of the portfolio, ranked #912.

Schroder Investment Management Group first reported a position in IBKR in Q2 2013 and has held it in 5 quarters since. The position peaked at $6.05M in Q2 2013. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Schroder Investment Management Group held 34,505 shares of Interactive Brokers worth $2.2M as of Q1 2026.
  • Schroder Investment Management Group bought 10,578 Interactive Brokers shares in Q1 2026, an estimated $755K.
  • Interactive Brokers made up ﹤0.01% of Schroder Investment Management Group's portfolio in Q1 2026, its #912 holding.
  • Schroder Investment Management Group first reported a position in Interactive Brokers in Q2 2013 and has held it in 5 quarters since.
  • Schroder Investment Management Group's Interactive Brokers position peaked at $6.05M in Q2 2013.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Schroder Investment Management Group's 13F filing for Q1 2026, filed 14 May 2026.