VCM
IBKR icon

Voleon Capital Management’s Interactive Brokers IBKR Stock Holding History

Voleon Capital 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 		$849K Sell
12,655
-20,564
-62% -$1.47M 0.02% 465
2025
Q4 		$2.14M Sell
33,219
-20,825
-39% -$1.39M 0.05% 331
2025
Q3 		$3.72M Buy
54,044
+49,945
+1,218% +$3.14M 0.09% 221
2025
Q2 		$227K Buy
+4,099
New +$194K 0.01% 447

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

Voleon Capital Management's IBKR Position: Q1 2026 in Review

Voleon Capital Management reduced its Interactive Brokers (IBKR) stake by 62% in Q1 2026, selling an estimated $1.47M and leaving 12,655 shares worth $849K. The position accounts for 0.02% of the portfolio, ranked #465.

Voleon Capital Management first reported a position in IBKR in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.72M in Q3 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Voleon Capital Management held 12,655 shares of Interactive Brokers worth $849K as of Q1 2026.
  • Voleon Capital Management sold 20,564 Interactive Brokers shares in Q1 2026, an estimated $1.47M.
  • Interactive Brokers made up 0.02% of Voleon Capital Management's portfolio in Q1 2026, its #465 holding.
  • Voleon Capital Management first reported a position in Interactive Brokers in Q2 2025 and has held it in 4 quarters since.
  • Voleon Capital Management's Interactive Brokers position peaked at $3.72M in Q3 2025.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

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