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DV Equities’s Interactive Brokers IBKR Stock Holding History

DV Equities’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 		$40.2K Buy
+625
New +$41.8K 0.01% 399

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

DV Equities's IBKR Position: Q4 2025 in Review

DV Equities opened a new position in Interactive Brokers (IBKR) in Q4 2025: 625 shares worth $40.2K. The stake represents 0.01% of the portfolio and ranks #399 among its holdings.

978 funds tracked by Wall St. Rank hold IBKR as of Q4 2025.

  • DV Equities held 625 shares of Interactive Brokers worth $40.2K as of Q4 2025.
  • Interactive Brokers was a new DV Equities position in Q4 2025.
  • Interactive Brokers made up 0.01% of DV Equities's portfolio in Q4 2025, its #399 holding.
  • 978 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2025.

Based on DV Equities's 13F filing for Q4 2025, filed 17 Feb 2026.