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BOCHK Asset Management’s Interactive Brokers IBKR Stock Holding History

BOCHK Asset Management’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
Q4 		– Sell
-16,250
Closed -$1.12M – 94
2025
Q3 		$1.12M Buy
+16,250
New +$1.02M 0.29% 37
2025
Q2 		– Sell
-244,000
Closed -$10.1M – 60
2025
Q1 		$10.1M Buy
244,000
+242,600
+17,329% +$12M 5.69% 6
2024
Q4 		$61.8K Buy
+1,400
New +$58.9K 0.02% 58

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BOCHK Asset Management's IBKR Position: Q4 2025 in Review

BOCHK Asset Management sold out of Interactive Brokers (IBKR) in Q4 2025, closing a stake of 16,250 shares — an estimated $1.12M sold.

BOCHK Asset Management first reported a position in IBKR in Q4 2024 and held it in 3 quarters. The position peaked at $10.1M in Q1 2025. 979 funds tracked by Wall St. Rank hold IBKR as of Q4 2025.

  • BOCHK Asset Management reported no remaining Interactive Brokers position as of Q4 2025 after selling out during the quarter.
  • BOCHK Asset Management sold 16,250 Interactive Brokers shares in Q4 2025, an estimated $1.12M.
  • BOCHK Asset Management first reported a position in Interactive Brokers in Q4 2024 and held it in 3 quarters.
  • BOCHK Asset Management's Interactive Brokers position peaked at $10.1M in Q1 2025.
  • 979 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2025.

Based on BOCHK Asset Management's 13F filing for Q4 2025, filed 22 Jan 2026.