Axa
IBKR icon

Axa’s Interactive Brokers IBKR Stock Holding History

Axa’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
Q3 		– Sell
-12,816
Closed -$710K – 543
2025
Q2 		$710K Sell
12,816
-9,660
-43% -$458K ﹤0.01% 945
2025
Q1 		$930K Buy
+22,476
New +$1.11M ﹤0.01% 855
2021
Q2 		– Sell
-771,600
Closed -$14.1M – 1270
2021
Q1 		$14.1M Sell
771,600
-26,000
-3% -$468K 0.04% 428
2020
Q4 		$12.1M Buy
797,600
+38,800
+5% +$514K 0.04% 459
2020
Q3 		$9.17M Buy
+758,800
New +$9.46M 0.03% 482
2015
Q1 		– Sell
-19,400
Closed -$141K – 1456
2014
Q4 		$141K Sell
19,400
-283,000
-94% -$1.89M ﹤0.01% 1292
2014
Q3 		$1.89M Buy
302,400
+225,200
+292% +$1.34M 0.01% 765
2014
Q2 		$449K Sell
77,200
-194,000
-72% -$1.12M ﹤0.01% 1102
2014
Q1 		$1.47M Sell
271,200
-9,200
-3% -$50.9K 0.01% 847
2013
Q4 		$1.71M Buy
280,400
+51,200
+22% +$286K 0.01% 808
2013
Q3 		$1.08M Buy
229,200
+23,600
+11% +$101K 0.01% 862
2013
Q2 		$821K Buy
+205,600
New +$793K ﹤0.01% 875

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return