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 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

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

Silver Oak Securities's IBKR Position: Q1 2026 in Review

Silver Oak Securities increased its Interactive Brokers (IBKR) stake by 2% in Q1 2026, buying an estimated $60.6K and bringing the position to 42,457 shares worth $2.85M. The position accounts for 0.21% of the portfolio, ranked #106.

Silver Oak Securities first reported a position in IBKR in Q1 2024 and has held it in 9 quarters since. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

Silver Oak Securities held 42,457 shares of Interactive Brokers worth $2.85M as of Q1 2026.
Silver Oak Securities bought 849 Interactive Brokers shares in Q1 2026, an estimated $60.6K.
Interactive Brokers made up 0.21% of Silver Oak Securities's portfolio in Q1 2026, its #106 holding.
Silver Oak Securities first reported a position in Interactive Brokers in Q1 2024 and has held it in 9 quarters since.
993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.