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Cyndeo Wealth Partners’s Interactive Brokers IBKR Stock Holding History

Cyndeo Wealth Partners’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
-3,162
Closed -$218K – 492
2025
Q3 		$218K Buy
+3,162
New +$199K 0.01% 448

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Kayne Anderson Rudnick Investment Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Orbis Allan Gray
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 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

Cyndeo Wealth Partners's IBKR Position: Q4 2025 in Review

Cyndeo Wealth Partners sold out of Interactive Brokers (IBKR) in Q4 2025, closing a stake of 3,162 shares — an estimated $218K sold.

Cyndeo Wealth Partners first reported a position in IBKR in Q3 2025 and held it in 1 quarter. The position peaked at $218K in Q3 2025. 981 funds tracked by Wall St. Rank hold IBKR as of Q4 2025.

  • Cyndeo Wealth Partners reported no remaining Interactive Brokers position as of Q4 2025 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 3,162 Interactive Brokers shares in Q4 2025, an estimated $218K.
  • Cyndeo Wealth Partners first reported a position in Interactive Brokers in Q3 2025 and held it in 1 quarter.
  • Cyndeo Wealth Partners's Interactive Brokers position peaked at $218K in Q3 2025.
  • 981 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.