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Bayforest Capital’s Interactive Brokers IBKR Stock Holding History

Bayforest Capital’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 		– Sell
-2,314
Closed -$155K – 1067
2026
Q1 		$155K Buy
2,314
+1,004
+77% +$71.7K 0.17% 209
2025
Q4 		$84.2K Sell
1,310
-5,137
-80% -$344K 0.06% 507
2025
Q3 		$444K Buy
6,447
+5,680
+741% +$357K 0.21% 170
2025
Q2 		$42.5K Sell
767
-14,725
-95% -$699K 0.02% 540
2025
Q1 		$641K Buy
15,492
+3,884
+33% +$192K 0.28% 103
2024
Q4 		$513K Buy
+11,608
New +$489K 0.64% 6

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

Bayforest Capital's IBKR Position: Q2 2026 in Review

Bayforest Capital sold out of Interactive Brokers (IBKR) in Q2 2026, closing a stake of 2,314 shares — an estimated $155K sold.

Bayforest Capital first reported a position in IBKR in Q4 2024 and held it in 6 quarters. The position peaked at $641K in Q1 2025. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Bayforest Capital reported no remaining Interactive Brokers position as of Q2 2026 after selling out during the quarter.
  • Bayforest Capital sold 2,314 Interactive Brokers shares in Q2 2026, an estimated $155K.
  • Bayforest Capital first reported a position in Interactive Brokers in Q4 2024 and held it in 6 quarters.
  • Bayforest Capital's Interactive Brokers position peaked at $641K in Q1 2025.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.