Uncommon Cents Investing’s Interactive Brokers IBKR Stock Holding History

Uncommon Cents Investing’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	$2.94M	Buy	43,765 +350	+0.8%	+$25K	0.68%	50
2025 Q4	$2.79M	Sell	43,415 -160	-0.4%	-$10.7K	0.68%	50
2025 Q3	$3M	Sell	43,575 -39,945	-48%	-$2.51M	0.75%	42
2025 Q2	$4.63M	Buy	83,520 +15,040	+22%	+$714K	1.24%	21
2025 Q1	$2.83M	Hold	68,480	–	–	0.83%	38
2024 Q4	$3.02M	Buy	68,480 +360	+0.5%	+$15.2K	0.9%	35
2024 Q3	$2.37M	Buy	68,120 +680	+1%	+$21.1K	0.67%	46
2024 Q2	$2.07M	Hold	67,440	–	–	0.65%	50
2024 Q1	$1.88M	Hold	67,440	–	–	0.58%	53
2023 Q4	$1.4M	Hold	67,440	–	–	0.46%	67
2023 Q3	$1.46M	Sell	67,440 -1,860	-3%	-$41.4K	0.54%	64
2023 Q2	$1.44M	Hold	69,300	–	–	0.51%	64
2023 Q1	$1.43M	Hold	69,300	–	–	0.52%	64
2022 Q4	$1.25M	Hold	69,300	–	–	0.46%	73
2022 Q3	$1.11M	Hold	69,300	–	–	0.46%	72
2022 Q2	$953K	Hold	69,300	–	–	0.38%	78
2022 Q1	$1.14M	Hold	69,300	–	–	0.41%	70
2021 Q4	$1.38M	Hold	69,300	–	–	0.52%	61
2021 Q3	$1.08M	Hold	69,300	–	–	0.44%	68
2021 Q2	$1.14M	Hold	69,300	–	–	0.46%	63
2021 Q1	$1.26M	Hold	69,300	–	–	0.54%	59
2020 Q4	$1.05M	Hold	69,300	–	–	0.48%	61
2020 Q3	$837K	Hold	69,300	–	–	0.43%	63
2020 Q2	$724K	Hold	69,300	–	–	0.4%	61
2020 Q1	$748K	Hold	69,300	–	–	0.47%	57
2019 Q4	$808K	Buy	+69,300	New	+$813K	0.4%	56
2018 Q2	–	Sell	-72,700	Closed	-$1.22M	–	85
2018 Q1	$1.22M	Buy	72,700 +1,800	+3%	+$29.8K	0.86%	37
2017 Q4	$1.05M	Buy	+70,900	New	+$966K	0.74%	40

Other funds holding IBKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Uncommon Cents Investing's IBKR Position: Q1 2026 in Review

Uncommon Cents Investing increased its Interactive Brokers (IBKR) stake by 0.81% in Q1 2026, buying an estimated $25K and bringing the position to 43,765 shares worth $2.94M. The position accounts for 0.68% of the portfolio, ranked #50.

Uncommon Cents Investing first reported a position in IBKR in Q4 2017 and has held it in 28 quarters since. The position peaked at $4.63M in Q2 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

Uncommon Cents Investing held 43,765 shares of Interactive Brokers worth $2.94M as of Q1 2026.
Uncommon Cents Investing bought 350 Interactive Brokers shares in Q1 2026, an estimated $25K.
Interactive Brokers made up 0.68% of Uncommon Cents Investing's portfolio in Q1 2026, its #50 holding.
Uncommon Cents Investing first reported a position in Interactive Brokers in Q4 2017 and has held it in 28 quarters since.
Uncommon Cents Investing's Interactive Brokers position peaked at $4.63M in Q2 2025.
993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Uncommon Cents Investing's 13F filing for Q1 2026, filed 15 Apr 2026.