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StackStone Wealth’s Interactive Brokers IBKR Stock Holding History

StackStone Wealth’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 		$3.19M Buy
+37,347
New +$3.42M 0.31% 81

Other funds holding IBKR

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Axxion S.A.
Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Systrade
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return

StackStone Wealth's IBKR Position: Q3 2026 in Review

StackStone Wealth opened a new position in Interactive Brokers (IBKR) in Q3 2026: 37,347 shares worth $3.19M. The stake represents 0.31% of the portfolio and ranks #81 among its holdings.

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

  • StackStone Wealth held 37,347 shares of Interactive Brokers worth $3.19M as of Q3 2026.
  • Interactive Brokers was a new StackStone Wealth position in Q3 2026.
  • Interactive Brokers made up 0.31% of StackStone Wealth's portfolio in Q3 2026, its #81 holding.
  • 347 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.