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James T. Borello RIA’s Interactive Brokers IBKR Stock Holding History

James T. Borello RIA’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
Q3 		$9.65K Buy
113
+8
+8% +$732 ﹤0.01% 610
2026
Q2 		$9.14K Sell
105
-7
-6% -$583 ﹤0.01% 624
2026
Q1 		$7.51K Buy
112
+29
+35% +$2.07K ﹤0.01% 649
2025
Q4 		$5.34K Buy
83
+26
+46% +$1.74K ﹤0.01% 552
2025
Q3 		$3.92K Buy
+57
New +$3.59K ﹤0.01% 530

Other funds holding IBKR

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $160M AUM 18.68% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

James T. Borello RIA's IBKR Position: Q3 2026 in Review

James T. Borello RIA increased its Interactive Brokers (IBKR) stake by 7.6% in Q3 2026, buying an estimated $732 and bringing the position to 113 shares worth $9.65K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

James T. Borello RIA first reported a position in IBKR in Q3 2025 and has held it in 5 quarters since. 124 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

  • James T. Borello RIA held 113 shares of Interactive Brokers worth $9.65K as of Q3 2026.
  • James T. Borello RIA bought 8 Interactive Brokers shares in Q3 2026, an estimated $732.
  • Interactive Brokers made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #610 holding.
  • James T. Borello RIA first reported a position in Interactive Brokers in Q3 2025 and has held it in 5 quarters since.
  • 124 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.