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Maven Securities’s Interactive Brokers IBKR Stock Holding History

Maven Securities’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
-14,000
Closed -$580K – 963
2025
Q1 		$580K Buy
14,000
+1,200
+9% +$59.5K 0.13% 552
2024
Q4 		$565K Buy
+12,800
New +$539K 0.09% 549
2022
Q4 		– Sell
-66,800
Closed -$1.07M – 1021
2022
Q3 		$1.07M Buy
66,800
+19,600
+42% +$302K 0.14% 512
2022
Q2 		$649K Buy
47,200
+20,556
+77% +$305K 0.11% 496
2022
Q1 		$439K Sell
26,644
-34,000
-56% -$585K 0.09% 577
2021
Q4 		$1.2M Buy
+60,644
New +$1.13M 0.15% 292

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $15.1B AUM 23.54% 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
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return