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Barnes Dennig Private Wealth Management’s Interactive Brokers IBKR Stock Holding History

Barnes Dennig Private Wealth Management’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 		$24.5K Buy
281
+14
+5% +$1.17K 0.02% 202
2026
Q1 		$17.9K Buy
267
+20
+8% +$1.43K 0.02% 223
2025
Q4 		$15.9K Buy
+247
New +$16.5K 0.02% 227

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Barnes Dennig Private Wealth Management's IBKR Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management increased its Interactive Brokers (IBKR) stake by 5.2% in Q2 2026, buying an estimated $1.17K and bringing the position to 281 shares worth $24.5K. The position accounts for 0.02% of the portfolio, ranked #202.

Barnes Dennig Private Wealth Management first reported a position in IBKR in Q4 2025 and has held it in 3 quarters since. 574 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Barnes Dennig Private Wealth Management held 281 shares of Interactive Brokers worth $24.5K as of Q2 2026.
  • Barnes Dennig Private Wealth Management bought 14 Interactive Brokers shares in Q2 2026, an estimated $1.17K.
  • Interactive Brokers made up 0.02% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #202 holding.
  • Barnes Dennig Private Wealth Management first reported a position in Interactive Brokers in Q4 2025 and has held it in 3 quarters since.
  • 574 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.