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Longboard Asset Management’s Interactive Brokers IBKR Stock Holding History

Longboard Asset Management’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
-3,204
Closed -$220K – 162
2025
Q3 		$220K Buy
+3,204
New +$202K 0.36% 161

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
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
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 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

Longboard Asset Management's IBKR Position: Q4 2025 in Review

Longboard Asset Management sold out of Interactive Brokers (IBKR) in Q4 2025, closing a stake of 3,204 shares — an estimated $220K sold.

Longboard Asset Management first reported a position in IBKR in Q3 2025 and held it in 1 quarter. The position peaked at $220K in Q3 2025. 976 funds tracked by Wall St. Rank hold IBKR as of Q4 2025.

  • Longboard Asset Management reported no remaining Interactive Brokers position as of Q4 2025 after selling out during the quarter.
  • Longboard Asset Management sold 3,204 Interactive Brokers shares in Q4 2025, an estimated $220K.
  • Longboard Asset Management first reported a position in Interactive Brokers in Q3 2025 and held it in 1 quarter.
  • Longboard Asset Management's Interactive Brokers position peaked at $220K in Q3 2025.
  • 976 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2025.

Based on Longboard Asset Management's 13F filing for Q4 2025, filed 16 Jan 2026.