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MUFG Securities EMEA’s Interactive Brokers IBKR Stock Holding History

MUFG Securities EMEA’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
2026
Q1 		$1.23M Sell
18,274
-94,500
-84% -$6.75M 0.02% 355
2025
Q4 		$7.25M Buy
112,774
+104,252
+1,223% +$6.98M 0.08% 161
2025
Q3 		$586K Sell
8,522
-19,878
-70% -$1.25M 0.01% 336
2025
Q2 		$1.57M Buy
+28,400
New +$1.35M 0.07% 99
2021
Q2 		– Sell
-87,200
Closed -$1.59M – 355
2021
Q1 		$1.59M Buy
+87,200
New +$1.57M 0.01% 279
2020
Q4 		– Sell
-304,000
Closed -$3.67M – 421
2020
Q3 		$3.67M Sell
304,000
-160,000
-34% -$2M 0.04% 228
2020
Q2 		$4.84M Buy
+464,000
New +$4.85M 0.04% 222

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VCM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return