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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dumont & Blake Investment Advisors's IBKR Position: Q1 2026 in Review

Dumont & Blake Investment Advisors reduced its Interactive Brokers (IBKR) stake by 2.4% in Q1 2026, selling an estimated $54.5K and leaving 31,457 shares worth $2.11M. The position accounts for 0.53% of the portfolio, ranked #53.

Dumont & Blake Investment Advisors first reported a position in IBKR in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.33M in Q2 2024. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

Dumont & Blake Investment Advisors held 31,457 shares of Interactive Brokers worth $2.11M as of Q1 2026.
Dumont & Blake Investment Advisors sold 763 Interactive Brokers shares in Q1 2026, an estimated $54.5K.
Interactive Brokers made up 0.53% of Dumont & Blake Investment Advisors's portfolio in Q1 2026, its #53 holding.
Dumont & Blake Investment Advisors first reported a position in Interactive Brokers in Q2 2024 and has held it in 8 quarters since.
Dumont & Blake Investment Advisors's Interactive Brokers position peaked at $2.33M in Q2 2024.
993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.