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Vise Technologies’s Interactive Brokers IBKR Stock Holding History

Vise Technologies’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 		$1.56M Hold
24,209
– – 0.03% 441
2025
Q4 		$1.56M Buy
24,209
+14,593
+152% +$977K 0.03% 442
2025
Q3 		$662K Sell
9,616
-23,192
-71% -$1.46M 0.02% 553
2025
Q2 		$1.82M Buy
+32,808
New +$1.56M 0.08% 283
2024
Q4 		$911K Buy
+20,636
New +$869K 0.08% 277

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 $15.1B AUM 23.54% 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

Vise Technologies's IBKR Position: Q1 2026 in Review

Vise Technologies held its Interactive Brokers (IBKR) position steady in Q1 2026 at 24,209 shares worth $1.56M. The position accounts for 0.03% of the portfolio, ranked #441.

Vise Technologies first reported a position in IBKR in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.82M in Q2 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Vise Technologies held 24,209 shares of Interactive Brokers worth $1.56M as of Q1 2026.
  • Vise Technologies left its Interactive Brokers share count unchanged in Q1 2026.
  • Interactive Brokers made up 0.03% of Vise Technologies's portfolio in Q1 2026, its #441 holding.
  • Vise Technologies first reported a position in Interactive Brokers in Q4 2024 and has held it in 5 quarters since.
  • Vise Technologies's Interactive Brokers position peaked at $1.82M in Q2 2025.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.