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FORA Capital’s Interactive Brokers IBKR Stock Holding History

FORA Capital’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
Q2 		– Sell
-204,752
Closed -$8.48M – 596
2025
Q1 		$8.48M Buy
204,752
+145,012
+243% +$7.19M 0.86% 15
2024
Q4 		$2.64M Buy
59,740
+44,788
+300% +$1.89M 0.3% 106
2024
Q3 		$521K Sell
14,952
-52,852
-78% -$1.64M 0.06% 277
2024
Q2 		$2.08M Buy
67,804
+53,336
+369% +$1.59M 0.25% 129
2024
Q1 		$404K Buy
+14,468
New +$360K 0.03% 351
2023
Q1 		– Sell
-45,664
Closed -$826K – 598
2022
Q4 		$826K Buy
+45,664
New +$853K 0.13% 192
2021
Q2 		– Sell
-27,240
Closed -$497K – 997
2021
Q1 		$497K Buy
+27,240
New +$491K 0.16% 151
2020
Q4 		– Sell
-5,848
Closed -$71K – 1017
2020
Q3 		$71K Buy
+5,848
New +$72.9K 0.05% 374
2020
Q2 		– Sell
-2,232
Closed -$24K – 1087
2020
Q1 		$24K Buy
+2,232
New +$27K 0.01% 919

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
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

FORA Capital's IBKR Position: Q2 2025 in Review

FORA Capital sold out of Interactive Brokers (IBKR) in Q2 2025, closing a stake of 204,752 shares — an estimated $8.48M sold.

FORA Capital first reported a position in IBKR in Q1 2020 and held it in 9 quarters. The position peaked at $8.48M in Q1 2025. 802 funds tracked by Wall St. Rank hold IBKR as of Q2 2025.

  • FORA Capital reported no remaining Interactive Brokers position as of Q2 2025 after selling out during the quarter.
  • FORA Capital sold 204,752 Interactive Brokers shares in Q2 2025, an estimated $8.48M.
  • FORA Capital first reported a position in Interactive Brokers in Q1 2020 and held it in 9 quarters.
  • FORA Capital's Interactive Brokers position peaked at $8.48M in Q1 2025.
  • 802 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2025.

Based on FORA Capital's 13F filing for Q2 2025, filed 13 Aug 2025.