Bellwether Advisors’s Interactive Brokers IBKR Stock Holding History

Bellwether 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 Q3	$2.46M	Buy	+28,762	New	+$2.63M	0.36%	69
2025 Q4	–	Sell	-36,330	Closed	-$2.5M	–	144
2025 Q3	$2.5M	Sell	36,330 -15,872	-30%	-$999K	0.41%	51
2025 Q2	$2.89M	Buy	52,202 +51,414	+6,525%	+$2.44M	0.49%	45
2025 Q1	$32.6K	Hold	788	–	–	0.01%	241
2024 Q4	$34.8K	Buy	+788	New	+$33.2K	0.01%	250

Other funds holding IBKR

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bellwether Advisors's IBKR Position: Q3 2026 in Review

Bellwether Advisors opened a new position in Interactive Brokers (IBKR) in Q3 2026: 28,762 shares worth $2.46M. The stake represents 0.36% of the portfolio and ranks #69 among its holdings. This is a return to the name: Bellwether Advisors previously reported a position in IBKR as recently as Q3 2025.

Bellwether Advisors first reported a position in IBKR in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.89M in Q2 2025. 673 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

Bellwether Advisors held 28,762 shares of Interactive Brokers worth $2.46M as of Q3 2026.
Interactive Brokers was a new Bellwether Advisors position in Q3 2026.
Interactive Brokers made up 0.36% of Bellwether Advisors's portfolio in Q3 2026, its #69 holding.
Bellwether Advisors first reported a position in Interactive Brokers in Q4 2024 and has held it in 5 quarters since.
Bellwether Advisors's Interactive Brokers position peaked at $2.89M in Q2 2025.
673 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on Bellwether Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.