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Trifecta Capital Advisors’s Interactive Brokers IBKR Stock Holding History

Trifecta Capital 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 		$13.7K Hold
204
– – ﹤0.01% 220
2025
Q4 		$13.1K Hold
204
– – ﹤0.01% 214
2025
Q3 		$14K Buy
+204
New +$12.8K ﹤0.01% 228

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 $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

Trifecta Capital Advisors's IBKR Position: Q1 2026 in Review

Trifecta Capital Advisors held its Interactive Brokers (IBKR) position steady in Q1 2026 at 204 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #220.

Trifecta Capital Advisors first reported a position in IBKR in Q3 2025 and has held it in 3 quarters since. The position peaked at $14K in Q3 2025. 994 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Trifecta Capital Advisors held 204 shares of Interactive Brokers worth $13.7K as of Q1 2026.
  • Trifecta Capital Advisors left its Interactive Brokers share count unchanged in Q1 2026.
  • Interactive Brokers made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q1 2026, its #220 holding.
  • Trifecta Capital Advisors first reported a position in Interactive Brokers in Q3 2025 and has held it in 3 quarters since.
  • Trifecta Capital Advisors's Interactive Brokers position peaked at $14K in Q3 2025.
  • 994 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.