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Strategic Investment Advisors’s Interactive Brokers IBKR Stock Holding History

Strategic Investment Advisors’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 		$896K Buy
13,349
+4,386
+49% +$313K 0.06% 159
2025
Q4 		$576K Sell
8,963
-544
-6% -$36.4K 0.05% 149
2025
Q3 		$654K Sell
9,507
-3,042
-24% -$191K 0.06% 134
2025
Q2 		$686K Sell
12,549
-2,591
-17% -$123K 0.07% 127
2025
Q1 		$627K Sell
15,140
-9,592
-39% -$475K 0.07% 139
2024
Q4 		$1.09M Sell
24,732
-3,236
-12% -$136K 0.12% 103
2024
Q3 		$974K Sell
27,968
-844
-3% -$26.1K 0.11% 117
2024
Q2 		$883K Sell
28,812
-1,080
-4% -$32.2K 0.11% 121
2024
Q1 		$835K Buy
29,892
+224
+0.8% +$5.58K 0.11% 123
2023
Q4 		$615K Sell
29,668
-6,324
-18% -$129K 0.09% 147
2023
Q3 		$779K Sell
35,992
-640
-2% -$14.2K 0.13% 116
2023
Q2 		$761K Sell
36,632
-1,220
-3% -$24.1K 0.11% 102
2023
Q1 		$781K Buy
37,852
+26,512
+234% +$540K 0.14% 112
2022
Q4 		$205K Buy
+11,340
New +$212K 0.04% 225

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Strategic Investment Advisors's IBKR Position: Q1 2026 in Review

Strategic Investment Advisors increased its Interactive Brokers (IBKR) stake by 49% in Q1 2026, buying an estimated $313K and bringing the position to 13,349 shares worth $896K. The position accounts for 0.06% of the portfolio, ranked #159.

Strategic Investment Advisors first reported a position in IBKR in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.09M in Q4 2024. 996 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Strategic Investment Advisors held 13,349 shares of Interactive Brokers worth $896K as of Q1 2026.
  • Strategic Investment Advisors bought 4,386 Interactive Brokers shares in Q1 2026, an estimated $313K.
  • Interactive Brokers made up 0.06% of Strategic Investment Advisors's portfolio in Q1 2026, its #159 holding.
  • Strategic Investment Advisors first reported a position in Interactive Brokers in Q4 2022 and has held it in 14 quarters since.
  • Strategic Investment Advisors's Interactive Brokers position peaked at $1.09M in Q4 2024.
  • 996 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.