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Belpointe Asset Management’s Interactive Brokers IBKR Stock Holding History

Belpointe Asset 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
Q1 		– Sell
-3,325
Closed -$214K – 1126
2025
Q4 		$214K Sell
3,325
-115
-3% -$7.7K 0.01% 952
2025
Q3 		$237K Sell
3,440
-276
-7% -$17.4K 0.01% 871
2025
Q2 		$206K Buy
+3,716
New +$176K 0.01% 875
2023
Q2 		– Sell
-2,316
Closed -$47.8K – 1833
2023
Q1 		$47.8K Buy
2,316
+908
+64% +$18.5K ﹤0.01% 1726
2022
Q4 		$25.5K Buy
+1,408
New +$26.3K ﹤0.01% 2009
2021
Q2 		– Sell
-32,600
Closed -$595K – 1151
2021
Q1 		$595K Buy
+32,600
New +$587K 0.05% 374
2020
Q3 		– Sell
-65,976
Closed -$689K – 800
2020
Q2 		$689K Buy
+65,976
New +$690K 0.09% 232

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Belpointe Asset Management's IBKR Position: Q1 2026 in Review

Belpointe Asset Management sold out of Interactive Brokers (IBKR) in Q1 2026, closing a stake of 3,325 shares — an estimated $214K sold.

Belpointe Asset Management first reported a position in IBKR in Q2 2020 and held it in 7 quarters. The position peaked at $689K in Q2 2020. 1,000 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Belpointe Asset Management reported no remaining Interactive Brokers position as of Q1 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 3,325 Interactive Brokers shares in Q1 2026, an estimated $214K.
  • Belpointe Asset Management first reported a position in Interactive Brokers in Q2 2020 and held it in 7 quarters.
  • Belpointe Asset Management's Interactive Brokers position peaked at $689K in Q2 2020.
  • 1,000 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.