Bare Financial Services
IBKR icon

Bare Financial Services’s Interactive Brokers IBKR Stock Holding History

Bare Financial Services’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
Q3 		$7.52K Hold
88
– – ﹤0.01% 742
2026
Q2 		$7.66K Hold
88
– – ﹤0.01% 694
2026
Q1 		$5.9K Sell
88
-26
-23% -$1.86K ﹤0.01% 570
2025
Q4 		$7.33K Hold
114
– – ﹤0.01% 371
2025
Q3 		$7.84K Buy
114
+26
+30% +$1.64K ﹤0.01% 323
2025
Q2 		$4.88K Buy
88
+68
+340% +$3.23K ﹤0.01% 498
2025
Q1 		$828 Buy
+20
New +$991 ﹤0.01% 589

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Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Bare Financial Services's IBKR Position: Q3 2026 in Review

Bare Financial Services held its Interactive Brokers (IBKR) position steady in Q3 2026 at 88 shares worth $7.52K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Bare Financial Services first reported a position in IBKR in Q1 2025 and has held it in 7 quarters since. The position peaked at $7.84K in Q3 2025. 586 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

  • Bare Financial Services held 88 shares of Interactive Brokers worth $7.52K as of Q3 2026.
  • Bare Financial Services left its Interactive Brokers share count unchanged in Q3 2026.
  • Interactive Brokers made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #742 holding.
  • Bare Financial Services first reported a position in Interactive Brokers in Q1 2025 and has held it in 7 quarters since.
  • Bare Financial Services's Interactive Brokers position peaked at $7.84K in Q3 2025.
  • 586 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on Bare Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.