Bank Julius Baer & Co
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Bank Julius Baer & Co’s Interactive Brokers IBKR Stock Holding History

Bank Julius Baer & Co’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 		$13.4M Buy
153,352
+32,732
+27% +$2.72M 0.03% 183
2026
Q1 		$7.8M Buy
120,620
+11,280
+10% +$805K 0.02% 194
2025
Q4 		$7.08M Buy
+109,340
New +$7.32M 0.02% 207
2021
Q2 		– Sell
-11,628
Closed -$212K – 848
2021
Q1 		$212K Buy
+11,628
New +$210K ﹤0.01% 535

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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

Bank Julius Baer & Co's IBKR Position: Q2 2026 in Review

Bank Julius Baer & Co increased its Interactive Brokers (IBKR) stake by 27% in Q2 2026, buying an estimated $2.72M and bringing the position to 153,352 shares worth $13.4M. The position accounts for 0.03% of the portfolio, ranked #183.

Bank Julius Baer & Co first reported a position in IBKR in Q1 2021 and has held it in 4 quarters since. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Bank Julius Baer & Co held 153,352 shares of Interactive Brokers worth $13.4M as of Q2 2026.
  • Bank Julius Baer & Co bought 32,732 Interactive Brokers shares in Q2 2026, an estimated $2.72M.
  • Interactive Brokers made up 0.03% of Bank Julius Baer & Co's portfolio in Q2 2026, its #183 holding.
  • Bank Julius Baer & Co first reported a position in Interactive Brokers in Q1 2021 and has held it in 4 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.