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Orion Portfolio Solutions’s Interactive Brokers IBKR Stock Holding History

Orion Portfolio Solutions’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
Q1 		$924K Buy
22,328
+16,856
+308% +$835K 0.01% 1128
2024
Q4 		$242K Buy
+5,472
New +$230K ﹤0.01% 1667
2020
Q3 		– Sell
-152
Closed -$2K – 1167
2020
Q2 		$2K Buy
+152
New +$1.59K ﹤0.01% 1772

Other funds holding IBKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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 $34B AUM 6.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Orion Portfolio Solutions's IBKR Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Interactive Brokers (IBKR) stake by 308% in Q1 2025, buying an estimated $835K and bringing the position to 22,328 shares worth $924K. The position accounts for 0.01% of the portfolio, ranked #1128.

Orion Portfolio Solutions first reported a position in IBKR in Q2 2020 and has held it in 3 quarters since. 746 funds tracked by Wall St. Rank hold IBKR as of Q1 2025.

  • Orion Portfolio Solutions held 22,328 shares of Interactive Brokers worth $924K as of Q1 2025.
  • Orion Portfolio Solutions bought 16,856 Interactive Brokers shares in Q1 2025, an estimated $835K.
  • Interactive Brokers made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1128 holding.
  • Orion Portfolio Solutions first reported a position in Interactive Brokers in Q2 2020 and has held it in 3 quarters since.
  • 746 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.