Abel Hall LLC
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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
Q3 		$222K Buy
2,603
+3
+0.1% +$275 0.04% 629
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

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Congress Asset Management
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Robeco Institutional Asset Management
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Hosking Partners
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Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
TD Waterhouse Canada
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Axxion S.A.
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KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Abel Hall LLC's IBKR Position: Q3 2026 in Review

Abel Hall LLC increased its Interactive Brokers (IBKR) stake by 0.12% in Q3 2026, buying an estimated $275 and bringing the position to 2,603 shares worth $222K. The position accounts for 0.04% of the portfolio, ranked #629.

Abel Hall LLC first reported a position in IBKR in Q4 2025 and has held it in 3 quarters since. The position peaked at $226K in Q2 2026. 392 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

  • Abel Hall LLC held 2,603 shares of Interactive Brokers worth $222K as of Q3 2026.
  • Abel Hall LLC bought 3 Interactive Brokers shares in Q3 2026, an estimated $275.
  • Interactive Brokers made up 0.04% of Abel Hall LLC's portfolio in Q3 2026, its #629 holding.
  • Abel Hall LLC first reported a position in Interactive Brokers in Q4 2025 and has held it in 3 quarters since.
  • Abel Hall LLC's Interactive Brokers position peaked at $226K in Q2 2026.
  • 392 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on Abel Hall LLC's 13F filing for Q3 2026, filed 19 Oct 2026.