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Park Square Financial Group’s Interactive Brokers IBKR Stock Holding History

Park Square Financial Group’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
Q3 		– Sell
-3,224
Closed -$179K – 575
2025
Q2 		$179K Sell
3,224
-96
-3% -$4.55K 0.13% 119
2025
Q1 		$137K Sell
3,320
-1,204
-27% -$59.7K 0.11% 126
2024
Q4 		$200K Buy
+4,524
New +$190K 0.14% 90

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $32.2B AUM 10.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Park Square Financial Group's IBKR Position: Q3 2025 in Review

Park Square Financial Group sold out of Interactive Brokers (IBKR) in Q3 2025, closing a stake of 3,224 shares — an estimated $179K sold.

Park Square Financial Group first reported a position in IBKR in Q4 2024 and held it in 3 quarters. The position peaked at $200K in Q4 2024. 912 funds tracked by Wall St. Rank hold IBKR as of Q3 2025.

  • Park Square Financial Group reported no remaining Interactive Brokers position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 3,224 Interactive Brokers shares in Q3 2025, an estimated $179K.
  • Park Square Financial Group first reported a position in Interactive Brokers in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Interactive Brokers position peaked at $200K in Q4 2024.
  • 912 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.