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 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	$9.73M	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	$4.71M	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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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