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Sterling Capital Management’s Interactive Brokers IBKR Stock Holding History

Sterling Capital Management’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 		$88.3K Sell
1,317
-376
-22% -$26.8K ﹤0.01% 1431
2025
Q4 		$109K Sell
1,693
-738
-30% -$49.4K ﹤0.01% 1497
2025
Q3 		$167K Buy
2,431
+20
+0.8% +$1.26K ﹤0.01% 1375
2025
Q2 		$134K Sell
2,411
-21,061
-90% -$999K ﹤0.01% 1316
2025
Q1 		$972K Sell
23,472
-1,552
-6% -$76.9K 0.02% 624
2024
Q4 		$1.11M Buy
25,024
+8,884
+55% +$374K 0.02% 609
2024
Q3 		$562K Buy
+16,140
New +$500K 0.01% 800
2014
Q3 		– Sell
-299,568
Closed -$1.74M – 915
2014
Q2 		$1.74M Buy
299,568
+7,180
+2% +$41.3K 0.02% 398
2014
Q1 		$1.58M Buy
292,388
+195,760
+203% +$1.08M 0.01% 418
2013
Q4 		$588K Buy
96,628
+7,544
+8% +$42.2K 0.01% 522
2013
Q3 		$418K Buy
89,084
+10,252
+13% +$44K ﹤0.01% 455
2013
Q2 		$315K Buy
+78,832
New +$304K ﹤0.01% 476

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

Sterling Capital Management's IBKR Position: Q1 2026 in Review

Sterling Capital Management reduced its Interactive Brokers (IBKR) stake by 22% in Q1 2026, selling an estimated $26.8K and leaving 1,317 shares worth $88.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

Sterling Capital Management first reported a position in IBKR in Q2 2013 and has held it in 12 quarters since. The position peaked at $1.74M in Q2 2014. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Sterling Capital Management held 1,317 shares of Interactive Brokers worth $88.3K as of Q1 2026.
  • Sterling Capital Management sold 376 Interactive Brokers shares in Q1 2026, an estimated $26.8K.
  • Interactive Brokers made up ﹤0.01% of Sterling Capital Management's portfolio in Q1 2026, its #1431 holding.
  • Sterling Capital Management first reported a position in Interactive Brokers in Q2 2013 and has held it in 12 quarters since.
  • Sterling Capital Management's Interactive Brokers position peaked at $1.74M in Q2 2014.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Sterling Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.