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TOBAM’s Interactive Brokers IBKR Stock Holding History

TOBAM’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 		$77K Buy
1,142
+670
+142% +$47.8K 0.02% 204
2025
Q4 		$30K Buy
+472
New +$31.6K 0.01% 224
2024
Q2 		– Sell
-3,336
Closed -$93K – 352
2024
Q1 		$93K Buy
+3,336
New +$83.1K 0.01% 298

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

TOBAM's IBKR Position: Q1 2026 in Review

TOBAM increased its Interactive Brokers (IBKR) stake by 142% in Q1 2026, buying an estimated $47.8K and bringing the position to 1,142 shares worth $77K. The position accounts for 0.02% of the portfolio, ranked #204.

TOBAM first reported a position in IBKR in Q1 2024 and has held it in 3 quarters since. The position peaked at $93K in Q1 2024. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • TOBAM held 1,142 shares of Interactive Brokers worth $77K as of Q1 2026.
  • TOBAM bought 670 Interactive Brokers shares in Q1 2026, an estimated $47.8K.
  • Interactive Brokers made up 0.02% of TOBAM's portfolio in Q1 2026, its #204 holding.
  • TOBAM first reported a position in Interactive Brokers in Q1 2024 and has held it in 3 quarters since.
  • TOBAM's Interactive Brokers position peaked at $93K in Q1 2024.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

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