Thrive Wealth Management
IBKR icon

Thrive Wealth Management’s Interactive Brokers IBKR Stock Holding History

Thrive Wealth 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
Q3 		$611K Sell
7,148
-563
-7% -$51.5K 0.08% 116
2026
Q2 		$671K Sell
7,711
-721
-9% -$60K 0.09% 110
2026
Q1 		$566K Sell
8,432
-680
-7% -$48.5K 0.08% 114
2025
Q4 		$586K Buy
9,112
+162
+2% +$10.8K 0.09% 116
2025
Q3 		$616K Buy
8,950
+259
+3% +$16.3K 0.09% 115
2025
Q2 		$482K Sell
8,691
-1,421
-14% -$67.4K 0.08% 126
2025
Q1 		$419K Buy
10,112
+1,220
+14% +$60.5K 0.08% 127
2024
Q4 		$393K Sell
8,892
-388
-4% -$16.3K 0.07% 134
2024
Q3 		$323K Sell
9,280
-52
-0.6% -$1.61K 0.06% 159
2024
Q2 		$286K Buy
9,332
+528
+6% +$15.8K 0.06% 167
2024
Q1 		$246K Buy
+8,804
New +$219K 0.05% 182
2023
Q3 		– Sell
-11,164
Closed -$232K – 176
2023
Q2 		$232K Buy
11,164
+156
+1% +$3.08K 0.06% 160
2023
Q1 		$227K Buy
+11,008
New +$224K 0.06% 151

Other funds holding IBKR

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Axxion S.A.
Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Systrade
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Thrive Wealth Management's IBKR Position: Q3 2026 in Review

Thrive Wealth Management reduced its Interactive Brokers (IBKR) stake by 7.3% in Q3 2026, selling an estimated $51.5K and leaving 7,148 shares worth $611K. The position accounts for 0.08% of the portfolio, ranked #116.

Thrive Wealth Management first reported a position in IBKR in Q1 2023 and has held it in 13 quarters since. The position peaked at $671K in Q2 2026. 218 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

  • Thrive Wealth Management held 7,148 shares of Interactive Brokers worth $611K as of Q3 2026.
  • Thrive Wealth Management sold 563 Interactive Brokers shares in Q3 2026, an estimated $51.5K.
  • Interactive Brokers made up 0.08% of Thrive Wealth Management's portfolio in Q3 2026, its #116 holding.
  • Thrive Wealth Management first reported a position in Interactive Brokers in Q1 2023 and has held it in 13 quarters since.
  • Thrive Wealth Management's Interactive Brokers position peaked at $671K in Q2 2026.
  • 218 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.