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Beacon Investment Advisory Services’s Interactive Brokers IBKR Stock Holding History

Beacon Investment Advisory 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
Q2 		$110K Hold
1,264
– – ﹤0.01% 326
2026
Q1 		$84.8K Buy
+1,264
New +$90.2K ﹤0.01% 354

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Geode Capital Management
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GWM
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Invesco
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Vanguard Portfolio Management
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Two Sigma Investments
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Wellington Management Group
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Beacon Investment Advisory Services's IBKR Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Interactive Brokers (IBKR) position steady in Q2 2026 at 1,264 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Beacon Investment Advisory Services first reported a position in IBKR in Q1 2026 and has held it in 2 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Beacon Investment Advisory Services held 1,264 shares of Interactive Brokers worth $110K as of Q2 2026.
  • Beacon Investment Advisory Services left its Interactive Brokers share count unchanged in Q2 2026.
  • Interactive Brokers made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #326 holding.
  • Beacon Investment Advisory Services first reported a position in Interactive Brokers in Q1 2026 and has held it in 2 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.