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Financial Strategies Group’s Interactive Brokers IBKR Stock Holding History

Financial Strategies 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
Q3 		– Sell
-12,165
Closed -$713K – 97
2025
Q2 		$713K Sell
12,165
-527
-4% -$25K 0.15% 62
2025
Q1 		$550K Buy
12,692
+2,396
+23% +$119K 0.13% 63
2024
Q4 		$477K Sell
10,296
-1,024
-9% -$43.1K 0.11% 67
2024
Q3 		$428K Buy
11,320
+1,420
+14% +$44K 0.1% 69
2024
Q2 		$310K Buy
+9,900
New +$295K 0.08% 73

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Strategies Group's IBKR Position: Q3 2025 in Review

Financial Strategies Group sold out of Interactive Brokers (IBKR) in Q3 2025, closing a stake of 12,165 shares — an estimated $713K sold.

Financial Strategies Group first reported a position in IBKR in Q2 2024 and held it in 5 quarters. The position peaked at $713K in Q2 2025. 911 funds tracked by Wall St. Rank hold IBKR as of Q3 2025.

  • Financial Strategies Group reported no remaining Interactive Brokers position as of Q3 2025 after selling out during the quarter.
  • Financial Strategies Group sold 12,165 Interactive Brokers shares in Q3 2025, an estimated $713K.
  • Financial Strategies Group first reported a position in Interactive Brokers in Q2 2024 and held it in 5 quarters.
  • Financial Strategies Group's Interactive Brokers position peaked at $713K in Q2 2025.
  • 911 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2025.

Based on Financial Strategies Group's 13F filing for Q3 2025, filed 4 Nov 2025.