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Harel Insurance Investments & Financial Services’s Interactive Brokers IBKR Stock Holding History

Harel Insurance Investments & Financial Services’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
-5,200
Closed -$357K – 445
2025
Q3 		$357K Hold
5,200
– – ﹤0.01% 249
2025
Q2 		$288K Buy
+5,200
New +$247K ﹤0.01% 260
2016
Q4 		– Sell
-1,800
Closed -$16K – 401
2016
Q3 		$16K Sell
1,800
-600
-25% -$5.31K ﹤0.01% 330
2016
Q2 		$21K Hold
2,400
– – ﹤0.01% 452
2016
Q1 		$24K Sell
2,400
-400
-14% -$3.53K ﹤0.01% 258
2015
Q4 		$31K Buy
+2,800
New +$29.2K ﹤0.01% 224

Other funds holding IBKR

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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 $34B AUM 6.31% 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 $23.7B AUM 65.43% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 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

Harel Insurance Investments & Financial Services's IBKR Position: Q4 2025 in Review

Harel Insurance Investments & Financial Services sold out of Interactive Brokers (IBKR) in Q4 2025, closing a stake of 5,200 shares — an estimated $357K sold.

Harel Insurance Investments & Financial Services first reported a position in IBKR in Q4 2015 and held it in 6 quarters. The position peaked at $357K in Q3 2025. 977 funds tracked by Wall St. Rank hold IBKR as of Q4 2025.

  • Harel Insurance Investments & Financial Services reported no remaining Interactive Brokers position as of Q4 2025 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 5,200 Interactive Brokers shares in Q4 2025, an estimated $357K.
  • Harel Insurance Investments & Financial Services first reported a position in Interactive Brokers in Q4 2015 and held it in 6 quarters.
  • Harel Insurance Investments & Financial Services's Interactive Brokers position peaked at $357K in Q3 2025.
  • 977 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2025.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2025, filed 3 Feb 2026.