VC
IBKR icon

Vicus Capital’s Interactive Brokers IBKR Stock Holding History

Vicus Capital’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
-3,278
Closed -$211K – 262
2025
Q4 		$211K Sell
3,278
-2,664
-45% -$178K 0.02% 249
2025
Q3 		$409K Buy
+5,942
New +$374K 0.03% 196

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

Vicus Capital's IBKR Position: Q1 2026 in Review

Vicus Capital sold out of Interactive Brokers (IBKR) in Q1 2026, closing a stake of 3,278 shares — an estimated $211K sold.

Vicus Capital first reported a position in IBKR in Q3 2025 and held it in 2 quarters. The position peaked at $409K in Q3 2025. 994 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Vicus Capital reported no remaining Interactive Brokers position as of Q1 2026 after selling out during the quarter.
  • Vicus Capital sold 3,278 Interactive Brokers shares in Q1 2026, an estimated $211K.
  • Vicus Capital first reported a position in Interactive Brokers in Q3 2025 and held it in 2 quarters.
  • Vicus Capital's Interactive Brokers position peaked at $409K in Q3 2025.
  • 994 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Vicus Capital's 13F filing for Q1 2026, filed 22 Apr 2026.