Bank of America
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Bank of America’s Interactive Brokers IBKR Stock Holding History

Bank of America’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
2025
Q2 		– Sell
-70,000
Closed -$2.9M – 8521
2025
Q1 		$2.9M Buy
+70,000
New +$3.47M ﹤0.01% 4346
2015
Q3 		– Sell
-8,000
Closed -$83K – 7291
2015
Q2 		$83K Sell
8,000
-4,000
-33% -$36.3K ﹤0.01% 5695
2015
Q1 		$102K Sell
12,000
-9,200
-43% -$73.1K ﹤0.01% 5303
2014
Q4 		$155K Sell
21,200
-7,600
-26% -$50.8K ﹤0.01% 5567
2014
Q3 		$180K Buy
28,800
+20,800
+260% +$124K ﹤0.01% 5477
2014
Q2 		$47K Buy
8,000
+4,800
+150% +$27.6K ﹤0.01% 6703
2014
Q1 		$17K Buy
+3,200
New +$17.7K ﹤0.01% 6987
2013
Q4 		– Sell
-16,800
Closed -$79K – 7986
2013
Q3 		$79K Buy
16,800
+4,000
+31% +$17.2K ﹤0.01% 6140
2013
Q2 		$51K Buy
+12,800
New +$49.4K ﹤0.01% 6553

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 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
GWM
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

Bank of America's IBKR Position: Q1 2026 in Review

Bank of America reduced its Interactive Brokers (IBKR) stake by 6.6% in Q1 2026, selling an estimated $31.3M and leaving 6,230,136 shares worth $418M. The position accounts for 0.03% of the portfolio, ranked #453.

Bank of America first reported a position in IBKR in Q2 2013 and has held it in 52 quarters since. The position peaked at $525M in Q3 2025. 996 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Bank of America held 6,230,136 shares of Interactive Brokers worth $418M as of Q1 2026.
  • Bank of America sold 438,536 Interactive Brokers shares in Q1 2026, an estimated $31.3M.
  • Interactive Brokers made up 0.03% of Bank of America's portfolio in Q1 2026, its #453 holding.
  • Bank of America first reported a position in Interactive Brokers in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's Interactive Brokers position peaked at $525M in Q3 2025.
  • 996 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.