Vontobel Holding
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Vontobel Holding’s Interactive Brokers IBKR Stock Holding History

Vontobel Holding’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 		$2.34M Buy
34,904
+2,175
+7% +$155K 0.01% 503
2025
Q4 		$2.1M Sell
32,729
-15,773
-33% -$1.06M 0.01% 565
2025
Q3 		$3.34M Sell
48,502
-10,689
-18% -$673K 0.01% 449
2025
Q2 		$3.28M Buy
59,191
+19,231
+48% +$912K 0.01% 432
2025
Q1 		$1.65M Buy
39,960
+19,412
+94% +$962K 0.01% 484
2024
Q4 		$908K Sell
20,548
-21,844
-52% -$920K ﹤0.01% 626
2024
Q3 		$1.48M Buy
42,392
+2,440
+6% +$75.6K ﹤0.01% 514
2024
Q2 		$1.22M Sell
39,952
-16,940
-30% -$505K ﹤0.01% 532
2024
Q1 		$1.59M Sell
56,892
-32,364
-36% -$806K 0.01% 477
2023
Q4 		$1.85M Buy
89,256
+14,040
+19% +$287K 0.02% 448
2023
Q3 		$1.63M Buy
75,216
+20,820
+38% +$463K 0.02% 468
2023
Q2 		$1.13M Hold
54,396
– – 0.01% 570
2023
Q1 		$1.12M Sell
54,396
-23,020
-30% -$469K 0.01% 551
2022
Q4 		$1.41M Sell
77,416
-21,196
-21% -$396K 0.01% 497
2022
Q3 		$1.59M Sell
98,612
-7,528
-7% -$116K 0.02% 450
2022
Q2 		$1.51M Buy
106,140
+13,800
+15% +$205K 0.02% 439
2022
Q1 		$1.55M Sell
92,340
-1,432
-2% -$24.7K 0.01% 488
2021
Q4 		$1.88M Sell
93,772
-51,516
-35% -$959K 0.02% 453
2021
Q3 		$2.27M Buy
+145,288
New +$2.29M 0.02% 419

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

Vontobel Holding's IBKR Position: Q1 2026 in Review

Vontobel Holding increased its Interactive Brokers (IBKR) stake by 6.6% in Q1 2026, buying an estimated $155K and bringing the position to 34,904 shares worth $2.34M. The position accounts for 0.01% of the portfolio, ranked #503.

Vontobel Holding first reported a position in IBKR in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.34M in Q3 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Vontobel Holding held 34,904 shares of Interactive Brokers worth $2.34M as of Q1 2026.
  • Vontobel Holding bought 2,175 Interactive Brokers shares in Q1 2026, an estimated $155K.
  • Interactive Brokers made up 0.01% of Vontobel Holding's portfolio in Q1 2026, its #503 holding.
  • Vontobel Holding first reported a position in Interactive Brokers in Q3 2021 and has held it in 19 quarters since.
  • Vontobel Holding's Interactive Brokers position peaked at $3.34M in Q3 2025.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.