BAMCO Inc
IBKR icon

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
Q2 		$418M Buy
4,807,214
+759,838
+19% +$63.2M 0.63% 25
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
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

BAMCO Inc's IBKR Position: Q2 2026 in Review

BAMCO Inc increased its Interactive Brokers (IBKR) stake by 19% in Q2 2026, buying an estimated $63.2M and bringing the position to 4,807,214 shares worth $418M. The position accounts for 0.63% of the portfolio, ranked #25.

BAMCO Inc first reported a position in IBKR in Q4 2018 and has held it in 15 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • BAMCO Inc held 4,807,214 shares of Interactive Brokers worth $418M as of Q2 2026.
  • BAMCO Inc bought 759,838 Interactive Brokers shares in Q2 2026, an estimated $63.2M.
  • Interactive Brokers made up 0.63% of BAMCO Inc's portfolio in Q2 2026, its #25 holding.
  • BAMCO Inc first reported a position in Interactive Brokers in Q4 2018 and has held it in 15 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on BAMCO Inc's 13F filing for Q2 2026, filed 14 Aug 2026.