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Financial Gravity Asset Management’s Interactive Brokers IBKR Stock Holding History

Financial Gravity 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
-71
Closed -$4.89K – 840
2025
Q3 		$4.89K Buy
+71
New +$4.47K ﹤0.01% 685
2018
Q3 		– Sell
-80
Closed -$1K – 1496
2018
Q2 		$1K Sell
80
-15,000
-99% -$272K ﹤0.01% 1181
2018
Q1 		$277K Buy
+15,080
New +$250K 0.28% 60

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

Financial Gravity Asset Management's IBKR Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of Interactive Brokers (IBKR) in Q4 2025, closing a stake of 71 shares — an estimated $4.89K sold.

Financial Gravity Asset Management first reported a position in IBKR in Q1 2018 and held it in 3 quarters. The position peaked at $277K in Q1 2018. 978 funds tracked by Wall St. Rank hold IBKR as of Q4 2025.

  • Financial Gravity Asset Management reported no remaining Interactive Brokers position as of Q4 2025 after selling out during the quarter.
  • Financial Gravity Asset Management sold 71 Interactive Brokers shares in Q4 2025, an estimated $4.89K.
  • Financial Gravity Asset Management first reported a position in Interactive Brokers in Q1 2018 and held it in 3 quarters.
  • Financial Gravity Asset Management's Interactive Brokers position peaked at $277K in Q1 2018.
  • 978 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.