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Stephens Inc’s Interactive Brokers IBKR Stock Holding History

Stephens Inc’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 		$362K Sell
5,396
-680
-11% -$48.5K ﹤0.01% 962
2025
Q4 		$391K Buy
6,076
+290
+5% +$19.4K ﹤0.01% 930
2025
Q3 		$398K Sell
5,786
-334
-5% -$21K 0.01% 928
2025
Q2 		$339K Sell
6,120
-1,628
-21% -$77.2K ﹤0.01% 970
2025
Q1 		$321K Sell
7,748
-292
-4% -$14.5K ﹤0.01% 965
2024
Q4 		$355K Sell
8,040
-240
-3% -$10.1K 0.01% 952
2024
Q3 		$288K Sell
8,280
-99,720
-92% -$3.09M ﹤0.01% 1046
2024
Q2 		$3.31M Buy
108,000
+78,248
+263% +$2.33M 0.05% 323
2024
Q1 		$831K Buy
29,752
+7,744
+35% +$193K 0.01% 636
2023
Q4 		$456K Buy
+22,008
New +$450K 0.01% 777

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

Stephens Inc's IBKR Position: Q1 2026 in Review

Stephens Inc reduced its Interactive Brokers (IBKR) stake by 11% in Q1 2026, selling an estimated $48.5K and leaving 5,396 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Stephens Inc first reported a position in IBKR in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.31M in Q2 2024. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Stephens Inc held 5,396 shares of Interactive Brokers worth $362K as of Q1 2026.
  • Stephens Inc sold 680 Interactive Brokers shares in Q1 2026, an estimated $48.5K.
  • Interactive Brokers made up ﹤0.01% of Stephens Inc's portfolio in Q1 2026, its #962 holding.
  • Stephens Inc first reported a position in Interactive Brokers in Q4 2023 and has held it in 10 quarters since.
  • Stephens Inc's Interactive Brokers position peaked at $3.31M in Q2 2024.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.