Segment Wealth Management
IBKR icon

Segment Wealth Management’s Interactive Brokers IBKR Stock Holding History

Segment Wealth Management’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
Q3 		$212K Buy
+2,476
New +$227K 0.01% 308

Other funds holding IBKR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Greenwich Wealth Management
Greenwich Wealth Management Greenwich, Connecticut $3.09B AUM 22.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.4B AUM 28.28% 1-Year Est. Return
WWML
W1M Wealth Management Ltd London $11.5B AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Segment Wealth Management's IBKR Position: Q3 2026 in Review

Segment Wealth Management opened a new position in Interactive Brokers (IBKR) in Q3 2026: 2,476 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #308 among its holdings.

922 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

  • Segment Wealth Management held 2,476 shares of Interactive Brokers worth $212K as of Q3 2026.
  • Interactive Brokers was a new Segment Wealth Management position in Q3 2026.
  • Interactive Brokers made up 0.01% of Segment Wealth Management's portfolio in Q3 2026, its #308 holding.
  • 922 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on Segment Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.