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ORG Partners’s Interactive Brokers IBKR Stock Holding History

ORG Partners’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 		$32.1K Sell
499
-67
-12% -$4.49K 0.01% 675
2025
Q3 		$38.9K Buy
566
+87
+18% +$5.47K 0.01% 645
2025
Q2 		$27K Buy
479
+15
+3% +$712 0.01% 687
2025
Q1 		$20.1K Buy
464
+232
+100% +$11.5K ﹤0.01% 684
2024
Q4 		$10.3K Sell
232
-12
-5% -$505 ﹤0.01% 885
2024
Q3 		$8.51K Sell
244
-16
-6% -$495 ﹤0.01% 816
2024
Q2 		$8.24K Buy
260
+208
+400% +$6.21K ﹤0.01% 1286
2024
Q1 		$1.46K Buy
52
+8
+18% +$199 ﹤0.01% 419
2023
Q4 		$913 Sell
44
-304
-87% -$6.22K ﹤0.01% 1011
2023
Q3 		$7.53K Sell
348
-52
-13% -$1.16K ﹤0.01% 880
2023
Q2 		$8.68K Buy
+400
New +$7.89K ﹤0.01% 994

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ORG Partners's IBKR Position: Q4 2025 in Review

ORG Partners reduced its Interactive Brokers (IBKR) stake by 12% in Q4 2025, selling an estimated $4.49K and leaving 499 shares worth $32.1K. The position accounts for 0.01% of the portfolio, ranked #675.

ORG Partners first reported a position in IBKR in Q2 2023 and has held it in 11 quarters since. The position peaked at $38.9K in Q3 2025. 975 funds tracked by Wall St. Rank hold IBKR as of Q4 2025.

  • ORG Partners held 499 shares of Interactive Brokers worth $32.1K as of Q4 2025.
  • ORG Partners sold 67 Interactive Brokers shares in Q4 2025, an estimated $4.49K.
  • Interactive Brokers made up 0.01% of ORG Partners's portfolio in Q4 2025, its #675 holding.
  • ORG Partners first reported a position in Interactive Brokers in Q2 2023 and has held it in 11 quarters since.
  • ORG Partners's Interactive Brokers position peaked at $38.9K in Q3 2025.
  • 975 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.