Passumpsic Savings Bank’s Interactive Brokers IBKR Stock Holding History

Passumpsic Savings Bank’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	$2.01M	Buy	+31,269	New	+$2.09M	1.1%	36

Other funds holding IBKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Passumpsic Savings Bank's IBKR Position: Q4 2025 in Review

Passumpsic Savings Bank opened a new position in Interactive Brokers (IBKR) in Q4 2025: 31,269 shares worth $2.01M. The stake represents 1.1% of the portfolio and ranks #36 among its holdings.

978 funds tracked by Wall St. Rank hold IBKR as of Q4 2025.

Passumpsic Savings Bank held 31,269 shares of Interactive Brokers worth $2.01M as of Q4 2025.
Interactive Brokers was a new Passumpsic Savings Bank position in Q4 2025.
Interactive Brokers made up 1.1% of Passumpsic Savings Bank's portfolio in Q4 2025, its #36 holding.
978 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2025.

Based on Passumpsic Savings Bank's 13F filing for Q4 2025, filed 5 Feb 2026.