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Waverly Advisors’s Interactive Brokers IBKR Stock Holding History

Waverly Advisors’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 		$278K Buy
+4,138
New +$295K ﹤0.01% 1336

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

Waverly Advisors's IBKR Position: Q1 2026 in Review

Waverly Advisors opened a new position in Interactive Brokers (IBKR) in Q1 2026: 4,138 shares worth $278K. The stake represents ﹤0.01% of the portfolio and ranks #1336 among its holdings.

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

  • Waverly Advisors held 4,138 shares of Interactive Brokers worth $278K as of Q1 2026.
  • Interactive Brokers was a new Waverly Advisors position in Q1 2026.
  • Interactive Brokers made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1336 holding.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.