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IFP Advisors’s Smartbird Inc BIRD Stock Holding History

IFP Advisors’s Portfolio BIRD Stock Details BIRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5
Closed -$28 – 4895
2025
Q3 		$28 Buy
+5
New +$41 ﹤0.01% 4726
2025
Q2 		– Sell
-10
Closed -$64 – 4922
2025
Q1 		$64 Hold
10
– – ﹤0.01% 3970
2024
Q4 		$70 Sell
10
-200
-95% -$1.8K ﹤0.01% 4150
2024
Q3 		$232 Buy
210
+200
+2,000% +$2.53K ﹤0.01% 3203
2024
Q2 		$100 Hold
10
– – ﹤0.01% 3169
2024
Q1 		$139 Hold
10
– – ﹤0.01% 3045
2023
Q4 		$245 Hold
10
– – ﹤0.01% 2926
2023
Q3 		$222 Hold
10
– – ﹤0.01% 3182
2023
Q2 		$252 Buy
+10
New +$250 ﹤0.01% 3289

Other funds holding BIRD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PLU
Performa Ltd (US) Charleston, South Carolina $442M AUM 13.84% 1-Year Est. Return

IFP Advisors's BIRD Position: Q4 2025 in Review

IFP Advisors sold out of Smartbird Inc (BIRD) in Q4 2025, closing a stake of 5 shares — an estimated $28 sold.

IFP Advisors first reported a position in BIRD in Q2 2023 and held it in 9 quarters. The position peaked at $252 in Q2 2023. 39 funds tracked by Wall St. Rank hold BIRD as of Q4 2025.

  • IFP Advisors reported no remaining Smartbird Inc position as of Q4 2025 after selling out during the quarter.
  • IFP Advisors sold 5 Smartbird Inc shares in Q4 2025, an estimated $28.
  • IFP Advisors first reported a position in Smartbird Inc in Q2 2023 and held it in 9 quarters.
  • IFP Advisors's Smartbird Inc position peaked at $252 in Q2 2023.
  • 39 funds tracked by Wall St. Rank held Smartbird Inc as of Q4 2025.

Based on IFP Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.