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Grey Fox Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

Grey Fox Wealth Advisors’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
-304
Closed -$20.9K – 348
2025
Q3 		$20.9K Buy
+304
New +$19.1K ﹤0.01% 337

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

Grey Fox Wealth Advisors's IBKR Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Interactive Brokers (IBKR) in Q4 2025, closing a stake of 304 shares — an estimated $20.9K sold.

Grey Fox Wealth Advisors first reported a position in IBKR in Q3 2025 and held it in 1 quarter. The position peaked at $20.9K in Q3 2025. 975 funds tracked by Wall St. Rank hold IBKR as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Interactive Brokers position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 304 Interactive Brokers shares in Q4 2025, an estimated $20.9K.
  • Grey Fox Wealth Advisors first reported a position in Interactive Brokers in Q3 2025 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's Interactive Brokers position peaked at $20.9K in Q3 2025.
  • 975 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.