Solstein Capital’s Interactive Brokers IBKR Stock Holding History

Solstein Capital’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	$53.7K	Hold	800	–	–	0.02%	218
2025 Q4	$51.4K	Hold	800	–	–	0.02%	211
2025 Q3	$55K	Hold	800	–	–	0.01%	197
2025 Q2	$44.3K	Hold	800	–	–	0.02%	210
2025 Q1	$33.1K	Hold	800	–	–	0.02%	169
2024 Q4	$35.3K	Hold	800	–	–	0.02%	172
2024 Q3	$27.9K	Hold	800	–	–	0.01%	185
2024 Q2	$24.5K	Hold	800	–	–	0.02%	185
2024 Q1	$22.3K	Hold	800	–	–	0.02%	188
2023 Q4	$16.6K	Hold	800	–	–	0.01%	202
2023 Q3	$17.3K	Hold	800	–	–	0.01%	191
2023 Q2	$16.6K	Buy	+800	New	+$15.8K	0.01%	192

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

Solstein Capital's IBKR Position: Q1 2026 in Review

Solstein Capital held its Interactive Brokers (IBKR) position steady in Q1 2026 at 800 shares worth $53.7K. The position accounts for 0.02% of the portfolio, ranked #218.

Solstein Capital first reported a position in IBKR in Q2 2023 and has held it in 12 quarters since. The position peaked at $55K in Q3 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

Solstein Capital held 800 shares of Interactive Brokers worth $53.7K as of Q1 2026.
Solstein Capital left its Interactive Brokers share count unchanged in Q1 2026.
Interactive Brokers made up 0.02% of Solstein Capital's portfolio in Q1 2026, its #218 holding.
Solstein Capital first reported a position in Interactive Brokers in Q2 2023 and has held it in 12 quarters since.
Solstein Capital's Interactive Brokers position peaked at $55K in Q3 2025.
993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Solstein Capital's 13F filing for Q1 2026, filed 14 May 2026.