Lindbrook Capital’s Interactive Brokers IBKR Stock Holding History

Lindbrook Capital’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 Q1	$103K	Sell	2,488 -28	-1%	-$1.39K	0.01%	666
2024 Q4	$111K	Buy	2,516 +92	+4%	+$3.87K	0.01%	528
2024 Q3	$84.5K	Sell	2,424 -60	-2%	-$1.86K	0.01%	613
2024 Q2	$76.1K	Buy	2,484 +120	+5%	+$3.58K	0.01%	630
2024 Q1	$66K	Buy	2,364 +24	+1%	+$598	0.01%	675
2023 Q4	$48.5K	Buy	2,340 +188	+9%	+$3.85K	﹤0.01%	763
2023 Q3	$46.6K	Buy	2,152 +40	+2%	+$890	0.01%	720
2023 Q2	$43.9K	Buy	2,112 +48	+2%	+$947	﹤0.01%	762
2023 Q1	$42.6K	Hold	2,064	–	–	0.01%	759
2022 Q4	$37.3K	Sell	2,064 -532	-20%	-$9.94K	﹤0.01%	801
2022 Q3	$41K	Buy	2,596 +432	+20%	+$6.66K	0.01%	724
2022 Q2	$30K	Buy	2,164 +164	+8%	+$2.44K	0.01%	826
2022 Q1	$33K	Hold	2,000	–	–	0.01%	831
2021 Q4	$40K	Buy	+2,000	New	+$37.2K	0.01%	790

Other funds holding IBKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lindbrook Capital's IBKR Position: Q1 2025 in Review

Lindbrook Capital reduced its Interactive Brokers (IBKR) stake by 1.1% in Q1 2025, selling an estimated $1.39K and leaving 2,488 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #666.

Lindbrook Capital first reported a position in IBKR in Q4 2021 and has held it in 14 quarters since. The position peaked at $111K in Q4 2024. 746 funds tracked by Wall St. Rank hold IBKR as of Q1 2025.

Lindbrook Capital held 2,488 shares of Interactive Brokers worth $103K as of Q1 2025.
Lindbrook Capital sold 28 Interactive Brokers shares in Q1 2025, an estimated $1.39K.
Interactive Brokers made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #666 holding.
Lindbrook Capital first reported a position in Interactive Brokers in Q4 2021 and has held it in 14 quarters since.
Lindbrook Capital's Interactive Brokers position peaked at $111K in Q4 2024.
746 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.