OCM
IBKR icon

Orion Capital Management’s Interactive Brokers IBKR Stock Holding History

Orion Capital Management’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 		$2.42K Hold
36
– – ﹤0.01% 430
2025
Q4 		$2.31K Hold
36
– – ﹤0.01% 459
2025
Q3 		$2.48K Hold
36
– – ﹤0.01% 472
2025
Q2 		$2K Hold
36
– – ﹤0.01% 446
2025
Q1 		$1.49K Hold
36
– – ﹤0.01% 446
2024
Q4 		$1.59K Buy
+36
New +$1.52K ﹤0.01% 449
2024
Q3 		– Sell
-36
Closed -$1.1K – 276
2024
Q2 		$1.1K Hold
36
– – ﹤0.01% 418
2024
Q1 		$1K Hold
36
– – ﹤0.01% 482
2023
Q4 		$746 Hold
36
– – ﹤0.01% 492
2023
Q3 		$779 Buy
+36
New +$801 ﹤0.01% 483

Other funds holding IBKR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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