Simon Quick Advisors’s Interactive Brokers IBKR Stock Holding History

Simon Quick 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 Q3	$387K	Buy	+4,534	New	+$415K	0.01%	327

Other funds holding IBKR

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Simon Quick Advisors's IBKR Position: Q3 2026 in Review

Simon Quick Advisors opened a new position in Interactive Brokers (IBKR) in Q3 2026: 4,534 shares worth $387K. The stake represents 0.01% of the portfolio and ranks #327 among its holdings.

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

Simon Quick Advisors held 4,534 shares of Interactive Brokers worth $387K as of Q3 2026.
Interactive Brokers was a new Simon Quick Advisors position in Q3 2026.
Interactive Brokers made up 0.01% of Simon Quick Advisors's portfolio in Q3 2026, its #327 holding.
299 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.