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Smithfield Trust’s Interactive Brokers IBKR Stock Holding History

Smithfield Trust’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 		$114K Buy
1,700
+936
+123% +$66.8K 0.01% 464
2025
Q4 		$50K Hold
764
– – ﹤0.01% 584
2025
Q3 		$53K Hold
764
– – ﹤0.01% 565
2025
Q2 		$42K Sell
764
-600
-44% -$28.5K ﹤0.01% 588
2025
Q1 		$57K Buy
1,364
+600
+79% +$29.7K ﹤0.01% 532
2024
Q4 		$34K Sell
764
-616
-45% -$25.9K ﹤0.01% 626
2024
Q3 		$48K Buy
1,380
+616
+81% +$19.1K ﹤0.01% 564
2024
Q2 		$24K Hold
764
– – ﹤0.01% 662
2024
Q1 		$21K Hold
764
– – ﹤0.01% 715
2023
Q4 		$16K Hold
764
– – ﹤0.01% 747
2023
Q3 		$16K Buy
+764
New +$17K ﹤0.01% 724
2019
Q4 		– Sell
-4,884
Closed -$50K – 972
2019
Q3 		$50K Hold
4,884
– – 0.01% 527
2019
Q2 		$50K Buy
+4,884
New +$66.2K 0.01% 525
2018
Q3 		– Sell
-5,040
Closed -$81K – 1005
2018
Q2 		$81K Buy
5,040
+440
+10% +$7.96K 0.01% 443
2018
Q1 		$77K Buy
+4,600
New +$76.1K 0.01% 442

Other funds holding IBKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Smithfield Trust's IBKR Position: Q1 2026 in Review

Smithfield Trust increased its Interactive Brokers (IBKR) stake by 123% in Q1 2026, buying an estimated $66.8K and bringing the position to 1,700 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #464.

Smithfield Trust first reported a position in IBKR in Q1 2018 and has held it in 15 quarters since. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Smithfield Trust held 1,700 shares of Interactive Brokers worth $114K as of Q1 2026.
  • Smithfield Trust bought 936 Interactive Brokers shares in Q1 2026, an estimated $66.8K.
  • Interactive Brokers made up 0.01% of Smithfield Trust's portfolio in Q1 2026, its #464 holding.
  • Smithfield Trust first reported a position in Interactive Brokers in Q1 2018 and has held it in 15 quarters since.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Smithfield Trust's 13F filing for Q1 2026, filed 8 May 2026.