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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Interactive Brokers IBKR Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’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
2025
Q1 		– Sell
-23,628
Closed -$1.04M – 78
2024
Q4 		$1.04M Buy
+23,628
New +$995K 0.71% 41

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's IBKR Position: Q1 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of Interactive Brokers (IBKR) in Q1 2025, closing a stake of 23,628 shares — an estimated $1.04M sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in IBKR in Q4 2024 and held it in 1 quarter. The position peaked at $1.04M in Q4 2024. 746 funds tracked by Wall St. Rank hold IBKR as of Q1 2025.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining Interactive Brokers position as of Q1 2025 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 23,628 Interactive Brokers shares in Q1 2025, an estimated $1.04M.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in Interactive Brokers in Q4 2024 and held it in 1 quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's Interactive Brokers position peaked at $1.04M in Q4 2024.
  • 746 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q1 2025, filed 10 Aug 2026.