CIBC Private Wealth Group’s Interactive Brokers IBKR Stock Holding History

CIBC Private Wealth Group’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	$192K	Buy	2,987 +107	+4%	+$7.16K	﹤0.01%	1212
2025 Q3	$198K	Sell	2,880 -1,008	-26%	-$63.4K	﹤0.01%	1182
2025 Q2	$215K	Buy	3,888 +4	+0.1%	+$190	﹤0.01%	1101
2025 Q1	$143K	Sell	3,884 -460	-11%	-$22.8K	﹤0.01%	1208
2024 Q4	$207K	Sell	4,344 -1,176	-21%	-$49.5K	﹤0.01%	1145
2024 Q3	$192K	Buy	5,520 +3,432	+164%	+$106K	﹤0.01%	1207
2024 Q2	$64.5K	Buy	2,088 +80	+4%	+$2.39K	﹤0.01%	1576
2024 Q1	$56.2K	Buy	+2,008	New	+$50K	﹤0.01%	1626

Other funds holding IBKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CIBC Private Wealth Group's IBKR Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Interactive Brokers (IBKR) stake by 3.7% in Q4 2025, buying an estimated $7.16K and bringing the position to 2,987 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

CIBC Private Wealth Group first reported a position in IBKR in Q1 2024 and has held it in 8 quarters since. The position peaked at $215K in Q2 2025. 976 funds tracked by Wall St. Rank hold IBKR as of Q4 2025.

CIBC Private Wealth Group held 2,987 shares of Interactive Brokers worth $192K as of Q4 2025.
CIBC Private Wealth Group bought 107 Interactive Brokers shares in Q4 2025, an estimated $7.16K.
Interactive Brokers made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1212 holding.
CIBC Private Wealth Group first reported a position in Interactive Brokers in Q1 2024 and has held it in 8 quarters since.
CIBC Private Wealth Group's Interactive Brokers position peaked at $215K in Q2 2025.
976 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.