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Picton Mahoney Asset Management’s Interactive Brokers IBKR Stock Holding History

Picton Mahoney Asset 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 		$7.8M Sell
116,270
-22,080
-16% -$1.58M 0.08% 281
2025
Q4 		$8.9M Sell
138,350
-17,110
-11% -$1.15M 0.1% 228
2025
Q3 		$10.7M Sell
155,460
-4,347
-3% -$273K 0.14% 185
2025
Q2 		$8.86M Sell
159,807
-35,361
-18% -$1.68M 0.12% 203
2025
Q1 		$8.08M Buy
195,168
+183,080
+1,515% +$9.07M 0.28% 153
2024
Q4 		$534K Buy
+12,088
New +$509K 0.02% 284
2024
Q3 		– Sell
-5,584
Closed -$172K – 903
2024
Q2 		$172K Buy
+5,584
New +$167K 0.01% 286

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VPM
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Fidelity Investments
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CCM
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Geode Capital Management
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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