O'Brien Greene & Co
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O'Brien Greene & Co’s Interactive Brokers IBKR Stock Holding History

O'Brien Greene & Co’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
Q3 		$20.6M Sell
241,254
-3,793
-2% -$347K 5.78% 1
2026
Q2 		$21.3M Sell
245,047
-7,694
-3% -$640K 5.89% 1
2026
Q1 		$17M Sell
252,741
-6,562
-3% -$468K 4.8% 2
2025
Q4 		$16.7M Sell
259,303
-8,832
-3% -$591K 4.95% 2
2025
Q3 		$18.5M Sell
268,135
-13,554
-5% -$853K 5.67% 1
2025
Q2 		$15.6M Sell
281,689
-9,223
-3% -$438K 5.11% 1
2025
Q1 		$12M Sell
290,912
-12,732
-4% -$631K 4.04% 4
2024
Q4 		$13.4M Sell
303,644
-23,228
-7% -$978K 4.35% 3
2024
Q3 		$11.4M Sell
326,872
-19,052
-6% -$590K 3.55% 3
2024
Q2 		$10.6M Sell
345,924
-2,400
-0.7% -$71.6K 3.36% 4
2024
Q1 		$9.7M Buy
348,324
+3,724
+1% +$92.7K 3.2% 4
2023
Q4 		$7.14M Buy
344,600
+2,520
+0.7% +$51.6K 2.51% 13
2023
Q3 		$7.4M Buy
342,080
+5,408
+2% +$120K 2.71% 11
2023
Q2 		$6.99M Buy
336,672
+108,224
+47% +$2.14M 2.43% 14
2023
Q1 		$4.72M Buy
228,448
+1,600
+0.7% +$32.6K 1.77% 23
2022
Q4 		$4.1M Buy
+226,848
New +$4.24M 1.56% 26

Other funds holding IBKR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Greenwich Wealth Management
Greenwich Wealth Management Greenwich, Connecticut $3.09B AUM 22.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.4B AUM 28.28% 1-Year Est. Return
WWML
W1M Wealth Management Ltd London $11.5B AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

O'Brien Greene & Co's IBKR Position: Q3 2026 in Review

O'Brien Greene & Co reduced its Interactive Brokers (IBKR) stake by 1.5% in Q3 2026, selling an estimated $347K and leaving 241,254 shares worth $20.6M. The position accounts for 5.78% of the portfolio, ranked #1.

O'Brien Greene & Co first reported a position in IBKR in Q4 2022 and has held it in 16 quarters since. The position peaked at $21.3M in Q2 2026. 922 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

  • O'Brien Greene & Co held 241,254 shares of Interactive Brokers worth $20.6M as of Q3 2026.
  • O'Brien Greene & Co sold 3,793 Interactive Brokers shares in Q3 2026, an estimated $347K.
  • Interactive Brokers made up 5.78% of O'Brien Greene & Co's portfolio in Q3 2026, its #1 holding.
  • O'Brien Greene & Co first reported a position in Interactive Brokers in Q4 2022 and has held it in 16 quarters since.
  • O'Brien Greene & Co's Interactive Brokers position peaked at $21.3M in Q2 2026.
  • 922 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on O'Brien Greene & Co's 13F filing for Q3 2026, filed 5 Nov 2026.