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Straightline Group’s Interactive Brokers IBKR Stock Holding History

Straightline Group’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 		$887K Sell
13,223
-717
-5% -$51.2K 0.44% 11
2025
Q4 		$1.08M Buy
13,940
+314
+2% +$21K 0.59% 10
2025
Q3 		$915K Buy
+13,626
New +$857K 0.53% 9
2025
Q1 		– Sell
-12,868
Closed -$568K – 30
2024
Q4 		$568K Buy
+12,868
New +$542K 0.37% 14

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 $665M AUM 25.91% 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

Straightline Group's IBKR Position: Q1 2026 in Review

Straightline Group reduced its Interactive Brokers (IBKR) stake by 5.1% in Q1 2026, selling an estimated $51.2K and leaving 13,223 shares worth $887K. The position accounts for 0.44% of the portfolio, ranked #11.

Straightline Group first reported a position in IBKR in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.08M in Q4 2025. 994 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Straightline Group held 13,223 shares of Interactive Brokers worth $887K as of Q1 2026.
  • Straightline Group sold 717 Interactive Brokers shares in Q1 2026, an estimated $51.2K.
  • Interactive Brokers made up 0.44% of Straightline Group's portfolio in Q1 2026, its #11 holding.
  • Straightline Group first reported a position in Interactive Brokers in Q4 2024 and has held it in 4 quarters since.
  • Straightline Group's Interactive Brokers position peaked at $1.08M in Q4 2025.
  • 994 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Straightline Group's 13F filing for Q1 2026, filed 12 May 2026.