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Wealth Alliance’s Interactive Brokers IBKR Stock Holding History

Wealth Alliance’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 		$542K Buy
8,080
+414
+5% +$29.6K 0.05% 278
2025
Q4 		$493K Buy
7,666
+354
+5% +$23.7K 0.05% 306
2025
Q3 		$503K Sell
7,312
-1,462
-17% -$92K 0.05% 300
2025
Q2 		$486K Sell
8,774
-1,326
-13% -$62.9K 0.05% 295
2025
Q1 		$418K Sell
10,100
-1,340
-12% -$66.4K 0.05% 317
2024
Q4 		$505K Sell
11,440
-1,040
-8% -$43.8K 0.06% 261
2024
Q3 		$435K Buy
12,480
+1,084
+10% +$33.6K 0.05% 299
2024
Q2 		$349K Sell
11,396
-1,536
-12% -$45.8K 0.05% 345
2024
Q1 		$361K Buy
12,932
+2,044
+19% +$50.9K 0.05% 353
2023
Q4 		$226K Buy
10,888
+92
+0.9% +$1.88K 0.03% 460
2023
Q3 		$234K Sell
10,796
-3,388
-24% -$75.4K 0.04% 425
2023
Q2 		$295K Buy
14,184
+2,172
+18% +$42.9K 0.04% 383
2023
Q1 		$248K Sell
12,012
-88
-0.7% -$1.79K 0.04% 419
2022
Q4 		$219K Buy
+12,100
New +$226K 0.04% 443

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

Wealth Alliance's IBKR Position: Q1 2026 in Review

Wealth Alliance increased its Interactive Brokers (IBKR) stake by 5.4% in Q1 2026, buying an estimated $29.6K and bringing the position to 8,080 shares worth $542K. The position accounts for 0.05% of the portfolio, ranked #278.

Wealth Alliance first reported a position in IBKR in Q4 2022 and has held it in 14 quarters since. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Wealth Alliance held 8,080 shares of Interactive Brokers worth $542K as of Q1 2026.
  • Wealth Alliance bought 414 Interactive Brokers shares in Q1 2026, an estimated $29.6K.
  • Interactive Brokers made up 0.05% of Wealth Alliance's portfolio in Q1 2026, its #278 holding.
  • Wealth Alliance first reported a position in Interactive Brokers in Q4 2022 and has held it in 14 quarters since.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.