BEI
IBKR icon

Benjamin Edwards Inc’s Interactive Brokers IBKR Stock Holding History

Benjamin Edwards Inc’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 		$1.37M Buy
15,788
+620
+4% +$51.6K 0.01% 695
2026
Q1 		$1.02M Buy
15,168
+4,773
+46% +$341K 0.01% 756
2025
Q4 		$669K Sell
10,395
-1,043
-9% -$69.8K 0.01% 850
2025
Q3 		$787K Sell
11,438
-743
-6% -$46.7K 0.01% 775
2025
Q2 		$675K Buy
12,181
+573
+5% +$27.2K 0.01% 752
2025
Q1 		$481K Buy
11,608
+40
+0.3% +$1.98K 0.01% 796
2024
Q4 		$512K Sell
11,568
-156
-1% -$6.57K 0.01% 815
2024
Q3 		$409K Buy
11,724
+9,728
+487% +$301K 0.01% 864
2024
Q2 		$61K Buy
1,996
+184
+10% +$5.49K 0.01% 477
2024
Q1 		$51K Buy
1,812
+44
+2% +$1.1K 0.01% 479
2023
Q4 		$37K Buy
1,768
+112
+7% +$2.29K 0.01% 496
2023
Q3 		$36K Sell
1,656
-528
-24% -$11.7K 0.01% 483
2023
Q2 		$45K Sell
2,184
-1,332
-38% -$26.3K 0.01% 472
2023
Q1 		$73K Buy
3,516
+1,736
+98% +$35.3K 0.02% 412
2022
Q4 		$32K Buy
1,780
+56
+3% +$1.05K 0.01% 450
2022
Q3 		$28K Buy
1,724
+332
+24% +$5.11K 0.01% 475
2022
Q2 		$19K Hold
1,392
– – 0.01% 523
2022
Q1 		$23K Buy
1,392
+72
+5% +$1.24K 0.01% 538
2021
Q4 		$26K Buy
1,320
+84
+7% +$1.56K 0.01% 490
2021
Q3 		$19K Hold
1,236
– – 0.01% 407
2021
Q2 		$20K Buy
+1,236
New +$21.4K 0.01% 331

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

Benjamin Edwards Inc's IBKR Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Interactive Brokers (IBKR) stake by 4.1% in Q2 2026, buying an estimated $51.6K and bringing the position to 15,788 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #695.

Benjamin Edwards Inc first reported a position in IBKR in Q2 2021 and has held it in 21 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Benjamin Edwards Inc held 15,788 shares of Interactive Brokers worth $1.37M as of Q2 2026.
  • Benjamin Edwards Inc bought 620 Interactive Brokers shares in Q2 2026, an estimated $51.6K.
  • Interactive Brokers made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #695 holding.
  • Benjamin Edwards Inc first reported a position in Interactive Brokers in Q2 2021 and has held it in 21 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.