Wright Investors Service’s Interactive Brokers IBKR Stock Holding History

Wright Investors Service’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	$625K	Sell	9,315 -297	-3%	-$21.2K	0.2%	102
2025 Q4	$618K	Sell	9,612 -23	-0.2%	-$1.54K	0.19%	99
2025 Q3	$663K	Buy	+9,635	New	+$606K	0.19%	98
2023 Q2	–	Sell	-47,520	Closed	-$981K	–	156
2023 Q1	$981K	Sell	47,520 -788	-2%	-$16K	0.28%	94
2022 Q4	$874K	Buy	+48,308	New	+$902K	0.25%	103
2019 Q1	–	Sell	-18,220	Closed	-$249K	–	155
2018 Q4	$249K	Buy	+18,220	New	+$243K	0.11%	127

Other funds holding IBKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wright Investors Service's IBKR Position: Q1 2026 in Review

Wright Investors Service reduced its Interactive Brokers (IBKR) stake by 3.1% in Q1 2026, selling an estimated $21.2K and leaving 9,315 shares worth $625K. The position accounts for 0.2% of the portfolio, ranked #102.

Wright Investors Service first reported a position in IBKR in Q4 2018 and has held it in 6 quarters since. The position peaked at $981K in Q1 2023. 994 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

Wright Investors Service held 9,315 shares of Interactive Brokers worth $625K as of Q1 2026.
Wright Investors Service sold 297 Interactive Brokers shares in Q1 2026, an estimated $21.2K.
Interactive Brokers made up 0.2% of Wright Investors Service's portfolio in Q1 2026, its #102 holding.
Wright Investors Service first reported a position in Interactive Brokers in Q4 2018 and has held it in 6 quarters since.
Wright Investors Service's Interactive Brokers position peaked at $981K in Q1 2023.
994 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Wright Investors Service's 13F filing for Q1 2026, filed 29 Apr 2026.