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Bey-Douglas LLC’s Interactive Brokers IBKR Stock Holding History

Bey-Douglas LLC’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 		$251K Buy
+3,748
New +$268K 0.22% 48
2025
Q4 		– Sell
-2,872
Closed -$198K – 56
2025
Q3 		$198K Buy
+2,872
New +$181K 0.15% 56

Other funds holding IBKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bey-Douglas LLC's IBKR Position: Q1 2026 in Review

Bey-Douglas LLC opened a new position in Interactive Brokers (IBKR) in Q1 2026: 3,748 shares worth $251K. The stake represents 0.22% of the portfolio and ranks #48 among its holdings. This is a return to the name: Bey-Douglas LLC previously reported a position in IBKR as recently as Q3 2025.

Bey-Douglas LLC first reported a position in IBKR in Q3 2025 and has held it in 2 quarters since. 994 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Bey-Douglas LLC held 3,748 shares of Interactive Brokers worth $251K as of Q1 2026.
  • Interactive Brokers was a new Bey-Douglas LLC position in Q1 2026.
  • Interactive Brokers made up 0.22% of Bey-Douglas LLC's portfolio in Q1 2026, its #48 holding.
  • Bey-Douglas LLC first reported a position in Interactive Brokers in Q3 2025 and has held it in 2 quarters since.
  • 994 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Bey-Douglas LLC's 13F filing for Q1 2026, filed 12 May 2026.