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Atria Wealth Solutions’s Interactive Brokers IBKR Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-7,336
Closed -$304K – 1678
2025
Q1 		$304K Buy
7,336
+1,716
+31% +$85K ﹤0.01% 1456
2024
Q4 		$248K Buy
+5,620
New +$237K ﹤0.01% 1669
2023
Q2 		– Sell
-16,372
Closed -$338K – 1921
2023
Q1 		$338K Buy
+16,372
New +$333K 0.01% 1346

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $32.2B AUM 10.98% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Atria Wealth Solutions's IBKR Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Interactive Brokers (IBKR) in Q2 2025, closing a stake of 7,336 shares — an estimated $304K sold.

Atria Wealth Solutions first reported a position in IBKR in Q1 2023 and held it in 3 quarters. The position peaked at $338K in Q1 2023. 802 funds tracked by Wall St. Rank hold IBKR as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Interactive Brokers position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 7,336 Interactive Brokers shares in Q2 2025, an estimated $304K.
  • Atria Wealth Solutions first reported a position in Interactive Brokers in Q1 2023 and held it in 3 quarters.
  • Atria Wealth Solutions's Interactive Brokers position peaked at $338K in Q1 2023.
  • 802 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.