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Mirabella Financial Services’s Interactive Brokers IBKR Stock Holding History

Mirabella Financial Services’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 		$534K Buy
+6,139
New +$511K 0.05% 239
2026
Q1 		– Sell
-166,501
Closed -$10.7M – 1035
2025
Q4 		$10.7M Buy
+166,501
New +$11.1M 1% 16
2022
Q3 		– Sell
-20,760
Closed -$286K – 443
2022
Q2 		$286K Buy
+20,760
New +$308K 0.03% 334
2021
Q2 		– Sell
-15,752
Closed -$288K – 348
2021
Q1 		$288K Buy
+15,752
New +$284K 0.09% 176

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Vanguard Capital Management
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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

Mirabella Financial Services's IBKR Position: Q2 2026 in Review

Mirabella Financial Services opened a new position in Interactive Brokers (IBKR) in Q2 2026: 6,139 shares worth $534K. The stake represents 0.05% of the portfolio and ranks #239 among its holdings. This is a return to the name: Mirabella Financial Services previously reported a position in IBKR as recently as Q4 2025.

Mirabella Financial Services first reported a position in IBKR in Q1 2021 and has held it in 4 quarters since. The position peaked at $10.7M in Q4 2025. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Mirabella Financial Services held 6,139 shares of Interactive Brokers worth $534K as of Q2 2026.
  • Interactive Brokers was a new Mirabella Financial Services position in Q2 2026.
  • Interactive Brokers made up 0.05% of Mirabella Financial Services's portfolio in Q2 2026, its #239 holding.
  • Mirabella Financial Services first reported a position in Interactive Brokers in Q1 2021 and has held it in 4 quarters since.
  • Mirabella Financial Services's Interactive Brokers position peaked at $10.7M in Q4 2025.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.