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First Affirmative Financial Network’s Interactive Brokers IBKR Stock Holding History

First Affirmative Financial Network’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
-3,656
Closed -$203K – 307
2025
Q2 		$203K Buy
+3,656
New +$173K 0.1% 247
2025
Q1 		– Sell
-4,752
Closed -$210K – 284
2024
Q4 		$210K Buy
+4,752
New +$200K 0.12% 230

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

First Affirmative Financial Network's IBKR Position: Q3 2025 in Review

First Affirmative Financial Network sold out of Interactive Brokers (IBKR) in Q3 2025, closing a stake of 3,656 shares — an estimated $203K sold.

First Affirmative Financial Network first reported a position in IBKR in Q4 2024 and held it in 2 quarters. The position peaked at $210K in Q4 2024. 911 funds tracked by Wall St. Rank hold IBKR as of Q3 2025.

  • First Affirmative Financial Network reported no remaining Interactive Brokers position as of Q3 2025 after selling out during the quarter.
  • First Affirmative Financial Network sold 3,656 Interactive Brokers shares in Q3 2025, an estimated $203K.
  • First Affirmative Financial Network first reported a position in Interactive Brokers in Q4 2024 and held it in 2 quarters.
  • First Affirmative Financial Network's Interactive Brokers position peaked at $210K in Q4 2024.
  • 911 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2025.

Based on First Affirmative Financial Network's 13F filing for Q3 2025, filed 20 Nov 2025.