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New Millennium Group’s Interactive Brokers IBKR Stock Holding History

New Millennium Group’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 		$5.79M Buy
90,105
+1,643
+2% +$110K 2.51% 14
2025
Q3 		$6.09M Buy
88,462
+85,722
+3,129% +$5.39M 2.78% 12
2025
Q2 		$152K Buy
2,740
+2,468
+907% +$117K 0.08% 57
2025
Q1 		$11.3K Sell
272
-52,244
-99% -$2.59M 0.01% 196
2024
Q4 		$2.32M Buy
+52,516
New +$2.21M 1.36% 21

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 $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

New Millennium Group's IBKR Position: Q4 2025 in Review

New Millennium Group increased its Interactive Brokers (IBKR) stake by 1.9% in Q4 2025, buying an estimated $110K and bringing the position to 90,105 shares worth $5.79M. The position accounts for 2.51% of the portfolio, ranked #14.

New Millennium Group first reported a position in IBKR in Q4 2024 and has held it in 5 quarters since. The position peaked at $6.09M in Q3 2025. 978 funds tracked by Wall St. Rank hold IBKR as of Q4 2025.

  • New Millennium Group held 90,105 shares of Interactive Brokers worth $5.79M as of Q4 2025.
  • New Millennium Group bought 1,643 Interactive Brokers shares in Q4 2025, an estimated $110K.
  • Interactive Brokers made up 2.51% of New Millennium Group's portfolio in Q4 2025, its #14 holding.
  • New Millennium Group first reported a position in Interactive Brokers in Q4 2024 and has held it in 5 quarters since.
  • New Millennium Group's Interactive Brokers position peaked at $6.09M in Q3 2025.
  • 978 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.