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Pinkerton Retirement Specialists’s Interactive Brokers IBKR Stock Holding History

Pinkerton Retirement Specialists’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
-14,546
Closed -$1M – 153
2025
Q3 		$1M Buy
+14,546
New +$915K 0.11% 107
2017
Q1 		– Sell
-1,596
Closed -$15K – 298
2016
Q4 		$15K Buy
+1,596
New +$14.5K 0.01% 354

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Pinkerton Retirement Specialists's IBKR Position: Q4 2025 in Review

Pinkerton Retirement Specialists sold out of Interactive Brokers (IBKR) in Q4 2025, closing a stake of 14,546 shares — an estimated $1M sold.

Pinkerton Retirement Specialists first reported a position in IBKR in Q4 2016 and held it in 2 quarters. The position peaked at $1M in Q3 2025. 976 funds tracked by Wall St. Rank hold IBKR as of Q4 2025.

  • Pinkerton Retirement Specialists reported no remaining Interactive Brokers position as of Q4 2025 after selling out during the quarter.
  • Pinkerton Retirement Specialists sold 14,546 Interactive Brokers shares in Q4 2025, an estimated $1M.
  • Pinkerton Retirement Specialists first reported a position in Interactive Brokers in Q4 2016 and held it in 2 quarters.
  • Pinkerton Retirement Specialists's Interactive Brokers position peaked at $1M in Q3 2025.
  • 976 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2025.

Based on Pinkerton Retirement Specialists's 13F filing for Q4 2025, filed 6 Feb 2026.