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Guerra Advisors’s Interactive Brokers IBKR Stock Holding History

Guerra 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
Q3 		$3.85K Buy
+56
New +$3.52K ﹤0.01% 434

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 $665M AUM 25.91% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Guerra Advisors's IBKR Position: Q3 2025 in Review

Guerra Advisors opened a new position in Interactive Brokers (IBKR) in Q3 2025: 56 shares worth $3.85K. The stake represents ﹤0.01% of the portfolio and ranks #434 among its holdings.

910 funds tracked by Wall St. Rank hold IBKR as of Q3 2025.

  • Guerra Advisors held 56 shares of Interactive Brokers worth $3.85K as of Q3 2025.
  • Interactive Brokers was a new Guerra Advisors position in Q3 2025.
  • Interactive Brokers made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #434 holding.
  • 910 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.