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Tucker Asset Management’s Interactive Brokers IBKR Stock Holding History

Tucker Asset 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
Q1 		– Sell
-491
Closed -$31.6K – 693
2025
Q4 		$31.6K Buy
+491
New +$32.9K 0.01% 381
2025
Q1 		– Sell
-392
Closed -$17.3K – 600
2024
Q4 		$17.3K Sell
392
-116
-23% -$4.88K ﹤0.01% 601
2024
Q3 		$17.7K Hold
508
– – ﹤0.01% 574
2024
Q2 		$15.6K Buy
508
+456
+877% +$13.6K ﹤0.01% 703
2024
Q1 		$1.45K Hold
52
– – ﹤0.01% 1371
2023
Q4 		$1.08K Hold
52
– – ﹤0.01% 1244
2023
Q3 		$1.13K Buy
+52
New +$1.16K ﹤0.01% 1151
2023
Q2 		– Sell
-988
Closed -$20.4K – 1229
2023
Q1 		$20.4K Buy
+988
New +$20.1K 0.01% 405

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

Tucker Asset Management's IBKR Position: Q1 2026 in Review

Tucker Asset Management sold out of Interactive Brokers (IBKR) in Q1 2026, closing a stake of 491 shares — an estimated $31.6K sold.

Tucker Asset Management first reported a position in IBKR in Q1 2023 and held it in 8 quarters. The position peaked at $31.6K in Q4 2025. 999 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Tucker Asset Management reported no remaining Interactive Brokers position as of Q1 2026 after selling out during the quarter.
  • Tucker Asset Management sold 491 Interactive Brokers shares in Q1 2026, an estimated $31.6K.
  • Tucker Asset Management first reported a position in Interactive Brokers in Q1 2023 and held it in 8 quarters.
  • Tucker Asset Management's Interactive Brokers position peaked at $31.6K in Q4 2025.
  • 999 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.