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Sunbelt Securities’s Interactive Brokers IBKR Stock Holding History

Sunbelt Securities’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 		$6.24K Hold
93
– – ﹤0.01% 1612
2025
Q4 		$5.98K Buy
93
+37
+66% +$2.48K ﹤0.01% 1578
2025
Q3 		$3.85K Buy
56
+28
+100% +$1.76K ﹤0.01% 1696
2025
Q2 		$5K Sell
28
-84
-75% -$3.98K ﹤0.01% 1442
2025
Q1 		$4.69K Hold
112
– – ﹤0.01% 1430
2024
Q4 		$5.06K Sell
112
-88
-44% -$3.71K ﹤0.01% 1440
2024
Q3 		$7K Buy
200
+88
+79% +$2.73K ﹤0.01% 1367
2024
Q2 		$3.46K Hold
112
– – ﹤0.01% 1460
2024
Q1 		$3.14K Hold
112
– – ﹤0.01% 1447
2023
Q4 		$2.33K Hold
112
– – ﹤0.01% 1443
2023
Q3 		$2.43K Hold
112
– – ﹤0.01% 1445
2023
Q2 		$2.33K Hold
112
– – ﹤0.01% 1425
2023
Q1 		$2.27K Buy
+112
New +$2.28K ﹤0.01% 1416

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sunbelt Securities's IBKR Position: Q1 2026 in Review

Sunbelt Securities held its Interactive Brokers (IBKR) position steady in Q1 2026 at 93 shares worth $6.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1612.

Sunbelt Securities first reported a position in IBKR in Q1 2023 and has held it in 13 quarters since. The position peaked at $7K in Q3 2024. 1,000 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Sunbelt Securities held 93 shares of Interactive Brokers worth $6.24K as of Q1 2026.
  • Sunbelt Securities left its Interactive Brokers share count unchanged in Q1 2026.
  • Interactive Brokers made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1612 holding.
  • Sunbelt Securities first reported a position in Interactive Brokers in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's Interactive Brokers position peaked at $7K in Q3 2024.
  • 1,000 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.