BAMCO Inc

BAMCO Inc’s Interactive Brokers IBKR Stock Holding History

BAMCO Inc’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 Q1	$271M	Sell	4,047,376 -596,000	-13%	-$42.5M	0.82%	24
2025 Q4	$299M	Buy	4,643,376 +33,608	+0.7%	+$2.25M	0.81%	20
2025 Q3	$317M	Buy	4,609,768 +411,344	+10%	+$25.9M	0.84%	21
2025 Q2	$233M	Buy	4,198,424 +542,556	+15%	+$25.7M	0.63%	28
2025 Q1	$151M	Hold	3,655,868	–	–	0.44%	42
2024 Q4	$161M	Buy	3,655,868 +5,436	+0.1%	+$229K	0.42%	44
2024 Q3	$127M	Buy	3,650,432 +510,560	+16%	+$15.8M	0.34%	58
2024 Q2	$96.2M	Buy	3,139,872 +80,000	+3%	+$2.39M	0.28%	72
2024 Q1	$85.5M	Buy	3,059,872 +109,736	+4%	+$2.73M	0.23%	84
2023 Q4	$61.1M	Buy	2,950,136 +726,864	+33%	+$14.9M	0.16%	117
2023 Q3	$48.1M	Buy	2,223,272 +556,404	+33%	+$12.4M	0.14%	126
2023 Q2	$34.6M	Buy	1,666,868 +838,868	+101%	+$16.6M	0.1%	158
2023 Q1	$17.1M	Buy	+828,000	New	+$16.9M	0.05%	204
2019 Q1	–	Sell	-222,804	Closed	-$3.04M	–	369
2018 Q4	$3.04M	Buy	+222,804	New	+$2.97M	0.02%	267

Other funds holding IBKR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return