Vancity Investment Management’s Interactive Brokers IBKR Stock Holding History

Vancity Investment 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	$282K	Buy	+4,208	New	+$300K	0.04%	75

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 $665M AUM 25.91% 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

Vancity Investment Management's IBKR Position: Q1 2026 in Review

Vancity Investment Management opened a new position in Interactive Brokers (IBKR) in Q1 2026: 4,208 shares worth $282K. The stake represents 0.04% of the portfolio and ranks #75 among its holdings.

994 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

Vancity Investment Management held 4,208 shares of Interactive Brokers worth $282K as of Q1 2026.
Interactive Brokers was a new Vancity Investment Management position in Q1 2026.
Interactive Brokers made up 0.04% of Vancity Investment Management's portfolio in Q1 2026, its #75 holding.
994 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Vancity Investment Management's 13F filing for Q1 2026, filed 15 May 2026.