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FIG Financial Advisory Services’s Interactive Brokers IBKR Stock Holding History

FIG Financial Advisory Services’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
Q1 		– Sell
-23,628
Closed -$1.04M – 78
2024
Q4 		$1.04M Buy
+23,628
New +$995K 0.71% 41

Other funds holding IBKR

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FIG Financial Advisory Services's IBKR Position: Q1 2025 in Review

FIG Financial Advisory Services sold out of Interactive Brokers (IBKR) in Q1 2025, closing a stake of 23,628 shares — an estimated $1.04M sold.

FIG Financial Advisory Services first reported a position in IBKR in Q4 2024 and held it in 1 quarter. The position peaked at $1.04M in Q4 2024. 746 funds tracked by Wall St. Rank hold IBKR as of Q1 2025.

  • FIG Financial Advisory Services reported no remaining Interactive Brokers position as of Q1 2025 after selling out during the quarter.
  • FIG Financial Advisory Services sold 23,628 Interactive Brokers shares in Q1 2025, an estimated $1.04M.
  • FIG Financial Advisory Services first reported a position in Interactive Brokers in Q4 2024 and held it in 1 quarter.
  • FIG Financial Advisory Services's Interactive Brokers position peaked at $1.04M in Q4 2024.
  • 746 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2025.

Based on FIG Financial Advisory Services's 13F filing for Q1 2025, filed 10 Aug 2026.