Dumont & Blake Investment Advisors’s Interactive Brokers IBKR Stock Holding History

Dumont & Blake Investment Advisors’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	$2.56M	Sell	29,467 -1,990	-6%	-$166K	0.58%	45
2026 Q1	$2.11M	Sell	31,457 -763	-2%	-$54.5K	0.53%	53
2025 Q4	$2.07M	Sell	32,220 -144	-0.4%	-$9.64K	0.5%	56
2025 Q3	$2.23M	Sell	32,364 -272	-0.8%	-$17.1K	0.54%	47
2025 Q2	$1.81M	Buy	32,636 +528	+2%	+$25.1K	0.47%	61
2025 Q1	$1.33M	Sell	32,108 -5,884	-15%	-$292K	0.37%	72
2024 Q4	$1.68M	Sell	37,992 -304	-0.8%	-$12.8K	0.45%	63
2024 Q3	$1.33M	Sell	38,296 -37,856	-50%	-$1.17M	0.36%	75
2024 Q2	$2.33M	Buy	+76,152	New	+$2.27M	0.33%	77

Other funds holding IBKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dumont & Blake Investment Advisors's IBKR Position: Q2 2026 in Review

Dumont & Blake Investment Advisors reduced its Interactive Brokers (IBKR) stake by 6.3% in Q2 2026, selling an estimated $166K and leaving 29,467 shares worth $2.56M. The position accounts for 0.58% of the portfolio, ranked #45.

Dumont & Blake Investment Advisors first reported a position in IBKR in Q2 2024 and has held it in 9 quarters since. 1,117 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Dumont & Blake Investment Advisors held 29,467 shares of Interactive Brokers worth $2.56M as of Q2 2026.
Dumont & Blake Investment Advisors sold 1,990 Interactive Brokers shares in Q2 2026, an estimated $166K.
Interactive Brokers made up 0.58% of Dumont & Blake Investment Advisors's portfolio in Q2 2026, its #45 holding.
Dumont & Blake Investment Advisors first reported a position in Interactive Brokers in Q2 2024 and has held it in 9 quarters since.
1,117 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.