PF
IBKR icon

Phoenix Financial’s Interactive Brokers IBKR Stock Holding History

Phoenix Financial’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 		– Sell
-26,417
Closed -$4.99K – 483
2025
Q3 		$4.99K Buy
26,417
+4,337
+20% +$273K ﹤0.01% 462
2025
Q2 		$1.17M Buy
+22,080
New +$1.05M 0.02% 218

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
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
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

Phoenix Financial's IBKR Position: Q4 2025 in Review

Phoenix Financial sold out of Interactive Brokers (IBKR) in Q4 2025, closing a stake of 26,417 shares — an estimated $4.99K sold.

Phoenix Financial first reported a position in IBKR in Q2 2025 and held it in 2 quarters. The position peaked at $1.17M in Q2 2025. 977 funds tracked by Wall St. Rank hold IBKR as of Q4 2025.

  • Phoenix Financial reported no remaining Interactive Brokers position as of Q4 2025 after selling out during the quarter.
  • Phoenix Financial sold 26,417 Interactive Brokers shares in Q4 2025, an estimated $4.99K.
  • Phoenix Financial first reported a position in Interactive Brokers in Q2 2025 and held it in 2 quarters.
  • Phoenix Financial's Interactive Brokers position peaked at $1.17M in Q2 2025.
  • 977 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2025.

Based on Phoenix Financial's 13F filing for Q4 2025, filed 5 Feb 2026.