Montrusco Bolton Investments Inc. / IBKR
Montrusco Bolton Investments Inc.’s Interactive Brokers Group In Position
Does Montrusco Bolton Investments Inc. own Interactive Brokers Group In (IBKR)? Not currently — the last reported position was 1.08M shares worth $78M in Q4 2022; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$78M
Q4 2022
Shares
1.08M
% of Portfolio
+1.82%
Quarters Held
13
position exited
Position History IBKR
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2022 | 1.08M | $78M | +1.82% |
| Q3 2022 | 1.38M | $88M | +2.33% |
| Q2 2022 | 1.20M | $66M | +1.75% |
| Q1 2022 | 627.2K | $41M | +0.95% |
| Q4 2021 | 373.8K | $30M | +0.70% |
| Q3 2021 | 925.8K | $58M | +1.57% |
| Q2 2021 | 373.8K | $25M | +0.74% |
| Q4 2020 | 337.2K | $20M | +0.88% |
| Q3 2020 | 426.0K | $20M | +1.00% |
| Q2 2020 | 474.4K | $23M | +1.29% |
| Q1 2020 | 741.6K | $30M | +2.38% |
| Q4 2019 | 541.8K | $24M | +1.41% |
| Q3 2019 | 292.4K | $14M | +0.80% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Montrusco Bolton Investments Inc.’s full portfolio or all institutional holders of IBKR.