ZIM
IBKR icon

Zacks Investment Management’s Interactive Brokers IBKR Stock Holding History

Zacks Investment Management’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 		$225K Buy
3,361
+68
+2% +$4.85K ﹤0.01% 643
2025
Q4 		$212K Sell
3,293
-946
-22% -$63.3K ﹤0.01% 665
2025
Q3 		$292K Sell
4,239
-15,934
-79% -$1M ﹤0.01% 584
2025
Q2 		$1.12M Sell
20,173
-113,971
-85% -$5.41M 0.01% 393
2025
Q1 		$5.55M Sell
134,144
-420
-0.3% -$20.8K 0.05% 208
2024
Q4 		$5.94M Sell
134,564
-1,068
-0.8% -$45K 0.06% 201
2024
Q3 		$4.73M Buy
+135,632
New +$4.2M 0.04% 222
2021
Q3 		– Sell
-131,560
Closed -$2.16M – 630
2021
Q2 		$2.16M Buy
131,560
+6,380
+5% +$110K 0.04% 284
2021
Q1 		$2.29M Buy
125,180
+11,120
+10% +$200K 0.04% 266
2020
Q4 		$1.74M Buy
114,060
+4,548
+4% +$60.3K 0.03% 284
2020
Q3 		$1.32M Buy
+109,512
New +$1.37M 0.03% 279
2016
Q4 		– Sell
-100,408
Closed -$885K – 677
2016
Q3 		$885K Buy
100,408
+2,312
+2% +$20.5K 0.03% 352
2016
Q2 		$868K Buy
98,096
+4,040
+4% +$38.5K 0.03% 355
2016
Q1 		$925K Buy
94,056
+2,912
+3% +$25.7K 0.03% 337
2015
Q4 		$993K Sell
91,144
-6,360
-7% -$66.4K 0.03% 292
2015
Q3 		$962K Buy
+97,504
New +$1M 0.03% 304
2015
Q2 		– Sell
-32,160
Closed -$274K – 669
2015
Q1 		$274K Buy
+32,160
New +$255K 0.01% 525
2014
Q3 		– Sell
-111,340
Closed -$648K – 702
2014
Q2 		$648K Buy
+111,340
New +$640K 0.02% 361

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

Zacks Investment Management's IBKR Position: Q1 2026 in Review

Zacks Investment Management increased its Interactive Brokers (IBKR) stake by 2.1% in Q1 2026, buying an estimated $4.85K and bringing the position to 3,361 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Zacks Investment Management first reported a position in IBKR in Q2 2014 and has held it in 18 quarters since. The position peaked at $5.94M in Q4 2024. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Zacks Investment Management held 3,361 shares of Interactive Brokers worth $225K as of Q1 2026.
  • Zacks Investment Management bought 68 Interactive Brokers shares in Q1 2026, an estimated $4.85K.
  • Interactive Brokers made up ﹤0.01% of Zacks Investment Management's portfolio in Q1 2026, its #643 holding.
  • Zacks Investment Management first reported a position in Interactive Brokers in Q2 2014 and has held it in 18 quarters since.
  • Zacks Investment Management's Interactive Brokers position peaked at $5.94M in Q4 2024.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.