Bell Investment Advisors’s Interactive Brokers IBKR Stock Holding History

Bell Investment Advisors’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	$9.57K	Buy	110 +6	+6%	+$499	﹤0.01%	726
2026 Q1	$6.98K	Hold	104	–	–	﹤0.01%	824
2025 Q4	$6.69K	Hold	104	–	–	﹤0.01%	860
2025 Q3	$7.16K	Hold	104	–	–	﹤0.01%	763
2025 Q2	$5.76K	Buy	104 +20	+24%	+$949	﹤0.01%	922
2025 Q1	$3.48K	Hold	84	–	–	﹤0.01%	1083
2024 Q4	$3.71K	Buy	84 +20	+31%	+$842	﹤0.01%	1073
2024 Q3	$2.23K	Hold	64	–	–	﹤0.01%	1312
2024 Q2	$1.96K	Hold	64	–	–	﹤0.01%	1361
2024 Q1	$1.79K	Hold	64	–	–	﹤0.01%	1405
2023 Q4	$1.33K	Hold	64	–	–	﹤0.01%	1495
2023 Q3	$1.39K	Hold	64	–	–	﹤0.01%	1447
2023 Q2	$1.33K	Hold	64	–	–	﹤0.01%	1485
2023 Q1	$1.32K	Hold	64	–	–	﹤0.01%	1452
2022 Q4	$1.16K	Buy	64 +28	+78%	+$523	﹤0.01%	1515
2022 Q3	$1K	Hold	36	–	–	﹤0.01%	1438
2022 Q2	$0	Buy	+36	New	+$535	﹤0.01%	1773

Other funds holding IBKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bell Investment Advisors's IBKR Position: Q2 2026 in Review

Bell Investment Advisors increased its Interactive Brokers (IBKR) stake by 5.8% in Q2 2026, buying an estimated $499 and bringing the position to 110 shares worth $9.57K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Bell Investment Advisors first reported a position in IBKR in Q2 2022 and has held it in 17 quarters since. 1,119 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Bell Investment Advisors held 110 shares of Interactive Brokers worth $9.57K as of Q2 2026.
Bell Investment Advisors bought 6 Interactive Brokers shares in Q2 2026, an estimated $499.
Interactive Brokers made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #726 holding.
Bell Investment Advisors first reported a position in Interactive Brokers in Q2 2022 and has held it in 17 quarters since.
1,119 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.