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Brown Miller Wealth Management’s Interactive Brokers IBKR Stock Holding History

Brown Miller Wealth 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
Q2 		$468K Buy
5,375
+403
+8% +$33.5K 0.12% 138
2026
Q1 		$333K Buy
+4,972
New +$355K 0.09% 157

Other funds holding IBKR

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Brown Miller Wealth Management's IBKR Position: Q2 2026 in Review

Brown Miller Wealth Management increased its Interactive Brokers (IBKR) stake by 8.1% in Q2 2026, buying an estimated $33.5K and bringing the position to 5,375 shares worth $468K. The position accounts for 0.12% of the portfolio, ranked #138.

Brown Miller Wealth Management first reported a position in IBKR in Q1 2026 and has held it in 2 quarters since. 240 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Brown Miller Wealth Management held 5,375 shares of Interactive Brokers worth $468K as of Q2 2026.
  • Brown Miller Wealth Management bought 403 Interactive Brokers shares in Q2 2026, an estimated $33.5K.
  • Interactive Brokers made up 0.12% of Brown Miller Wealth Management's portfolio in Q2 2026, its #138 holding.
  • Brown Miller Wealth Management first reported a position in Interactive Brokers in Q1 2026 and has held it in 2 quarters since.
  • 240 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.