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Wealthspire Advisors (New York)’s Interactive Brokers IBKR Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-3,429
Closed -$221K – 1013
2025
Q4 		$221K Buy
3,429
+1,461
+74% +$97.8K ﹤0.01% 931
2025
Q3 		$135K Buy
+1,968
New +$124K ﹤0.01% 916

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $665M AUM 25.91% 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

Wealthspire Advisors (New York)'s IBKR Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Interactive Brokers (IBKR) in Q1 2026, closing a stake of 3,429 shares — an estimated $221K sold.

Wealthspire Advisors (New York) first reported a position in IBKR in Q3 2025 and held it in 2 quarters. The position peaked at $221K in Q4 2025. 996 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Interactive Brokers position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 3,429 Interactive Brokers shares in Q1 2026, an estimated $221K.
  • Wealthspire Advisors (New York) first reported a position in Interactive Brokers in Q3 2025 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Interactive Brokers position peaked at $221K in Q4 2025.
  • 996 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.