BRWA
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B. Riley Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

B. Riley Wealth Advisors’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 		$247K Buy
+2,799
New +$233K 0.01% 697
2026
Q1 		– Sell
-14,142
Closed -$909K – 1003
2025
Q4 		$909K Sell
14,142
-191
-1% -$12.8K 0.04% 366
2025
Q3 		$986K Sell
14,333
-1,447
-9% -$91K 0.05% 345
2025
Q2 		$874K Buy
+15,780
New +$749K 0.04% 385
2024
Q4 		$528K Sell
11,956
-4,528
-27% -$191K 0.02% 678
2024
Q3 		$580K Sell
16,484
-220
-1% -$6.81K 0.02% 690
2024
Q2 		$512K Sell
16,704
-5,744
-26% -$171K 0.01% 807
2024
Q1 		$486K Buy
22,448
+4,604
+26% +$115K 0.01% 806
2023
Q4 		$370K Sell
17,844
-4,604
-21% -$94.2K 0.01% 965
2023
Q3 		$486K Buy
22,448
+2,124
+10% +$47.3K 0.01% 806
2023
Q2 		$422K Buy
20,324
+1,992
+11% +$39.3K 0.01% 945
2023
Q1 		$378K Buy
18,332
+320
+2% +$6.51K 0.01% 938
2022
Q4 		$326K Buy
+18,012
New +$336K 0.01% 1000
2018
Q3 		– Sell
-20,004
Closed -$323K – 730
2018
Q2 		$323K Buy
+20,004
New +$362K 0.04% 437

Other funds holding IBKR

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

B. Riley Wealth Advisors's IBKR Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in Interactive Brokers (IBKR) in Q2 2026: 2,799 shares worth $247K. The stake represents 0.01% of the portfolio and ranks #697 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in IBKR as recently as Q4 2025.

B. Riley Wealth Advisors first reported a position in IBKR in Q2 2018 and has held it in 14 quarters since. The position peaked at $986K in Q3 2025. 207 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • B. Riley Wealth Advisors held 2,799 shares of Interactive Brokers worth $247K as of Q2 2026.
  • Interactive Brokers was a new B. Riley Wealth Advisors position in Q2 2026.
  • Interactive Brokers made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #697 holding.
  • B. Riley Wealth Advisors first reported a position in Interactive Brokers in Q2 2018 and has held it in 14 quarters since.
  • B. Riley Wealth Advisors's Interactive Brokers position peaked at $986K in Q3 2025.
  • 207 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.