BWM
IBKR icon

BAM Wealth Management’s Interactive Brokers IBKR Stock Holding History

BAM Wealth 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
Q2 		$758K Sell
8,706
-2,777
-24% -$231K 0.47% 56
2026
Q1 		$770K Sell
11,483
-772
-6% -$55.1K 0.58% 47
2025
Q4 		$788K Buy
+12,255
New +$820K 0.57% 51

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

BAM Wealth Management's IBKR Position: Q2 2026 in Review

BAM Wealth Management reduced its Interactive Brokers (IBKR) stake by 24% in Q2 2026, selling an estimated $231K and leaving 8,706 shares worth $758K. The position accounts for 0.47% of the portfolio, ranked #56.

BAM Wealth Management first reported a position in IBKR in Q4 2025 and has held it in 3 quarters since. The position peaked at $788K in Q4 2025. 520 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • BAM Wealth Management held 8,706 shares of Interactive Brokers worth $758K as of Q2 2026.
  • BAM Wealth Management sold 2,777 Interactive Brokers shares in Q2 2026, an estimated $231K.
  • Interactive Brokers made up 0.47% of BAM Wealth Management's portfolio in Q2 2026, its #56 holding.
  • BAM Wealth Management first reported a position in Interactive Brokers in Q4 2025 and has held it in 3 quarters since.
  • BAM Wealth Management's Interactive Brokers position peaked at $788K in Q4 2025.
  • 520 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.