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Hobbs Group Advisors’s Interactive Brokers IBKR Stock Holding History

Hobbs Group 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
Q2 		– Sell
-7,000
Closed -$290K – 159
2025
Q1 		$290K Sell
7,000
-460
-6% -$22.8K 0.11% 121
2024
Q4 		$329K Hold
7,460
– – 0.12% 115
2024
Q3 		$260K Buy
7,460
+180
+2% +$5.57K 0.09% 123
2024
Q2 		$223K Buy
+7,280
New +$217K 0.08% 133

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

Hobbs Group Advisors's IBKR Position: Q2 2025 in Review

Hobbs Group Advisors sold out of Interactive Brokers (IBKR) in Q2 2025, closing a stake of 7,000 shares — an estimated $290K sold.

Hobbs Group Advisors first reported a position in IBKR in Q2 2024 and held it in 4 quarters. The position peaked at $329K in Q4 2024. 802 funds tracked by Wall St. Rank hold IBKR as of Q2 2025.

  • Hobbs Group Advisors reported no remaining Interactive Brokers position as of Q2 2025 after selling out during the quarter.
  • Hobbs Group Advisors sold 7,000 Interactive Brokers shares in Q2 2025, an estimated $290K.
  • Hobbs Group Advisors first reported a position in Interactive Brokers in Q2 2024 and held it in 4 quarters.
  • Hobbs Group Advisors's Interactive Brokers position peaked at $329K in Q4 2024.
  • 802 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2025.

Based on Hobbs Group Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.