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Abel Hall LLC’s Interactive Brokers IBKR Stock Holding History

Abel Hall LLC’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
Q2 		$226K Buy
+2,600
New +$216K 0.04% 649
2026
Q1 		– Sell
-3,162
Closed -$203K – 894
2025
Q4 		$203K Buy
+3,162
New +$212K 0.05% 534

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Abel Hall LLC's IBKR Position: Q2 2026 in Review

Abel Hall LLC opened a new position in Interactive Brokers (IBKR) in Q2 2026: 2,600 shares worth $226K. The stake represents 0.04% of the portfolio and ranks #649 among its holdings. This is a return to the name: Abel Hall LLC previously reported a position in IBKR as recently as Q4 2025.

Abel Hall LLC first reported a position in IBKR in Q4 2025 and has held it in 2 quarters since. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Abel Hall LLC held 2,600 shares of Interactive Brokers worth $226K as of Q2 2026.
  • Interactive Brokers was a new Abel Hall LLC position in Q2 2026.
  • Interactive Brokers made up 0.04% of Abel Hall LLC's portfolio in Q2 2026, its #649 holding.
  • Abel Hall LLC first reported a position in Interactive Brokers in Q4 2025 and has held it in 2 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.