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TD Private Client Wealth’s Interactive Brokers IBKR Stock Holding History

TD Private Client Wealth’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 		$3.04M Sell
45,301
-1,844
-4% -$132K 0.06% 198
2025
Q4 		$3.03M Sell
47,145
-6,826
-13% -$457K 0.06% 192
2025
Q3 		$3.71M Sell
53,971
-6,145
-10% -$387K 0.08% 167
2025
Q2 		$3.33M Sell
60,116
-15,552
-21% -$738K 0.08% 174
2025
Q1 		$3.13M Sell
75,668
-144
-0.2% -$7.13K 0.09% 163
2024
Q4 		$3.35M Sell
75,812
-3,376
-4% -$142K 0.09% 159
2024
Q3 		$2.76M Buy
79,188
+276
+0.3% +$8.55K 0.08% 196
2024
Q2 		$2.42M Sell
78,912
-3,980
-5% -$119K 0.08% 198
2024
Q1 		$2.31M Buy
82,892
+424
+0.5% +$10.6K 0.08% 209
2023
Q4 		$1.71M Sell
82,468
-2,140
-3% -$43.8K 0.06% 247
2023
Q3 		$1.83M Sell
84,608
-33,516
-28% -$746K 0.08% 214
2023
Q2 		$2.45M Sell
118,124
-3,320
-3% -$65.5K 0.11% 189
2023
Q1 		$2.51M Sell
121,444
-3,380
-3% -$68.8K 0.11% 184
2022
Q4 		$2.26M Sell
124,824
-6,692
-5% -$125K 0.11% 194
2022
Q3 		$2.1M Sell
131,516
-2,928
-2% -$45.1K 0.11% 197
2022
Q2 		$1.85M Buy
134,444
+160
+0.1% +$2.38K 0.09% 220
2022
Q1 		$2.21M Buy
134,284
+8,004
+6% +$138K 0.09% 215
2021
Q4 		$2.51M Sell
126,280
-4,524
-3% -$84.2K 0.1% 201
2021
Q3 		$2.04M Sell
130,804
-2,128
-2% -$33.5K 0.09% 232
2021
Q2 		$2.18M Buy
132,932
+3,644
+3% +$63K 0.09% 221
2021
Q1 		$2.36M Buy
129,288
+50,208
+63% +$905K 0.11% 197
2020
Q4 		$1.2M Buy
79,080
+6,724
+9% +$89.1K 0.06% 281
2020
Q3 		$874K Buy
72,356
+1,164
+2% +$14.5K 0.05% 302
2020
Q2 		$743K Buy
71,192
+11,340
+19% +$119K 0.04% 318
2020
Q1 		$646K Buy
59,852
+1,524
+3% +$18.4K 0.05% 293
2019
Q4 		$680K Buy
+58,328
New +$684K 0.04% 313

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

TD Private Client Wealth's IBKR Position: Q1 2026 in Review

TD Private Client Wealth reduced its Interactive Brokers (IBKR) stake by 3.9% in Q1 2026, selling an estimated $132K and leaving 45,301 shares worth $3.04M. The position accounts for 0.06% of the portfolio, ranked #198.

TD Private Client Wealth first reported a position in IBKR in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.71M in Q3 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • TD Private Client Wealth held 45,301 shares of Interactive Brokers worth $3.04M as of Q1 2026.
  • TD Private Client Wealth sold 1,844 Interactive Brokers shares in Q1 2026, an estimated $132K.
  • Interactive Brokers made up 0.06% of TD Private Client Wealth's portfolio in Q1 2026, its #198 holding.
  • TD Private Client Wealth first reported a position in Interactive Brokers in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's Interactive Brokers position peaked at $3.71M in Q3 2025.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.