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Bleakley Financial Group’s Interactive Brokers IBKR Stock Holding History

Bleakley Financial Group’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 		$873K Sell
10,030
-893
-8% -$74.3K 0.01% 686
2026
Q1 		$733K Buy
+10,923
New +$780K 0.01% 580
2025
Q1 		– Sell
-5,516
Closed -$244K – 723
2024
Q4 		$244K Buy
+5,516
New +$232K 0.01% 883

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

Bleakley Financial Group's IBKR Position: Q2 2026 in Review

Bleakley Financial Group reduced its Interactive Brokers (IBKR) stake by 8.2% in Q2 2026, selling an estimated $74.3K and leaving 10,030 shares worth $873K. The position accounts for 0.01% of the portfolio, ranked #686.

Bleakley Financial Group first reported a position in IBKR in Q4 2024 and has held it in 3 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Bleakley Financial Group held 10,030 shares of Interactive Brokers worth $873K as of Q2 2026.
  • Bleakley Financial Group sold 893 Interactive Brokers shares in Q2 2026, an estimated $74.3K.
  • Interactive Brokers made up 0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #686 holding.
  • Bleakley Financial Group first reported a position in Interactive Brokers in Q4 2024 and has held it in 3 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.