Silver Oak Securities
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Silver Oak Securities’s Interactive Brokers IBKR Stock Holding History

Silver Oak Securities’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 		$3.63M Buy
47,899
+7,482
+19% +$685K 0.27% 79
2026
Q2 		$3.52M Sell
40,417
-2,040
-5% -$170K 0.21% 103
2026
Q1 		$2.85M Buy
42,457
+849
+2% +$60.6K 0.21% 106
2025
Q4 		$2.7M Buy
41,608
+4,129
+11% +$276K 0.18% 125
2025
Q3 		$2.58M Buy
37,479
+281
+0.8% +$17.7K 0.19% 117
2025
Q2 		$2.06M Buy
37,198
+1,054
+3% +$50K 0.17% 138
2025
Q1 		$1.49M Buy
36,144
+516
+1% +$25.6K 0.14% 162
2024
Q4 		$1.59M Sell
35,628
-6,476
-15% -$273K 0.15% 150
2024
Q3 		$1.44M Buy
42,104
+42,000
+40,385% +$1.3M 0.15% 148
2024
Q2 		$3.19K Hold
104
– – ﹤0.01% 484
2024
Q1 		$2.9K Buy
+104
New +$2.59K ﹤0.01% 475

Other funds holding IBKR

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
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Silver Oak Securities's IBKR Position: Q3 2026 in Review

Silver Oak Securities increased its Interactive Brokers (IBKR) stake by 19% in Q3 2026, buying an estimated $685K and bringing the position to 47,899 shares worth $3.63M. The position accounts for 0.27% of the portfolio, ranked #79.

Silver Oak Securities first reported a position in IBKR in Q1 2024 and has held it in 11 quarters since. 852 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

  • Silver Oak Securities held 47,899 shares of Interactive Brokers worth $3.63M as of Q3 2026.
  • Silver Oak Securities bought 7,482 Interactive Brokers shares in Q3 2026, an estimated $685K.
  • Interactive Brokers made up 0.27% of Silver Oak Securities's portfolio in Q3 2026, its #79 holding.
  • Silver Oak Securities first reported a position in Interactive Brokers in Q1 2024 and has held it in 11 quarters since.
  • 852 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on Silver Oak Securities's 13F filing for Q3 2026, filed 9 Nov 2026.