Sittner & Nelson’s Interactive Brokers IBKR Stock Holding History

Sittner & Nelson’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	$52.9K	Hold	788	–	–	0.02%	296
2025 Q4	$58.8K	Hold	788	–	–	0.02%	260
2025 Q3	$54.2K	Hold	788	–	–	0.02%	247
2025 Q2	$43.7K	Hold	788	–	–	0.02%	259
2025 Q1	$32.6K	Hold	788	–	–	0.01%	267
2024 Q4	$34.8K	Hold	788	–	–	0.02%	251
2024 Q3	$27.5K	Hold	788	–	–	0.01%	268
2024 Q2	$24.2K	Hold	788	–	–	0.01%	265
2024 Q1	$22K	Hold	788	–	–	0.01%	272
2023 Q4	$16.3K	Hold	788	–	–	0.01%	303
2023 Q3	$17.1K	Hold	788	–	–	0.01%	288
2023 Q2	$16.4K	Hold	788	–	–	0.01%	301
2023 Q1	$16.3K	Buy	+788	New	+$16K	0.01%	319
2022 Q3	–	Sell	-680	Closed	-$9K	–	468
2022 Q2	$9K	Buy	+680	New	+$10.1K	0.01%	372

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

Sittner & Nelson's IBKR Position: Q1 2026 in Review

Sittner & Nelson held its Interactive Brokers (IBKR) position steady in Q1 2026 at 788 shares worth $52.9K. The position accounts for 0.02% of the portfolio, ranked #296.

Sittner & Nelson first reported a position in IBKR in Q2 2022 and has held it in 14 quarters since. The position peaked at $58.8K in Q4 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

Sittner & Nelson held 788 shares of Interactive Brokers worth $52.9K as of Q1 2026.
Sittner & Nelson left its Interactive Brokers share count unchanged in Q1 2026.
Interactive Brokers made up 0.02% of Sittner & Nelson's portfolio in Q1 2026, its #296 holding.
Sittner & Nelson first reported a position in Interactive Brokers in Q2 2022 and has held it in 14 quarters since.
Sittner & Nelson's Interactive Brokers position peaked at $58.8K in Q4 2025.
993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.