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Great Valley Advisor Group’s Interactive Brokers IBKR Stock Holding History

Great Valley Advisor 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
Q4 		– Sell
-5,128
Closed -$353K – 967
2025
Q3 		$353K Buy
5,128
+320
+7% +$20.1K 0.01% 724
2025
Q2 		$267K Buy
+4,808
New +$228K 0.01% 775
2025
Q1 		– Sell
-4,680
Closed -$206K – 893
2024
Q4 		$206K Buy
+4,680
New +$197K ﹤0.01% 812

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Great Valley Advisor Group's IBKR Position: Q4 2025 in Review

Great Valley Advisor Group sold out of Interactive Brokers (IBKR) in Q4 2025, closing a stake of 5,128 shares — an estimated $353K sold.

Great Valley Advisor Group first reported a position in IBKR in Q4 2024 and held it in 3 quarters. The position peaked at $353K in Q3 2025. 975 funds tracked by Wall St. Rank hold IBKR as of Q4 2025.

  • Great Valley Advisor Group reported no remaining Interactive Brokers position as of Q4 2025 after selling out during the quarter.
  • Great Valley Advisor Group sold 5,128 Interactive Brokers shares in Q4 2025, an estimated $353K.
  • Great Valley Advisor Group first reported a position in Interactive Brokers in Q4 2024 and held it in 3 quarters.
  • Great Valley Advisor Group's Interactive Brokers position peaked at $353K in Q3 2025.
  • 975 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2025.

Based on Great Valley Advisor Group's 13F filing for Q4 2025, filed 12 Feb 2026.