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Loring Wolcott & Coolidge Fiduciary Advisors’s Interactive Brokers IBKR Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
Q3 		– Sell
-21,760
Closed -$1.21M – 544
2025
Q2 		$1.21M Sell
21,760
-84,224
-79% -$4M 0.01% 146
2025
Q1 		$4.28M Sell
105,984
-146,936
-58% -$7.28M 0.04% 92
2024
Q4 		$12.9M Hold
252,920
– – 0.11% 66
2024
Q3 		$9.37M Buy
+252,920
New +$7.83M 0.08% 77

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 $34B AUM 6.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's IBKR Position: Q3 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Interactive Brokers (IBKR) in Q3 2025, closing a stake of 21,760 shares — an estimated $1.21M sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IBKR in Q3 2024 and held it in 4 quarters. The position peaked at $12.9M in Q4 2024. 910 funds tracked by Wall St. Rank hold IBKR as of Q3 2025.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Interactive Brokers position as of Q3 2025 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 21,760 Interactive Brokers shares in Q3 2025, an estimated $1.21M.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Interactive Brokers in Q3 2024 and held it in 4 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Interactive Brokers position peaked at $12.9M in Q4 2024.
  • 910 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.