Reflection Asset Management’s Interactive Brokers IBKR Stock Holding History

Reflection 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
2025 Q4	$26.5K	Buy	+412	New	+$27.6K	0.02%	325

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

Reflection Asset Management's IBKR Position: Q4 2025 in Review

Reflection Asset Management opened a new position in Interactive Brokers (IBKR) in Q4 2025: 412 shares worth $26.5K. The stake represents 0.02% of the portfolio and ranks #325 among its holdings.

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

Reflection Asset Management held 412 shares of Interactive Brokers worth $26.5K as of Q4 2025.
Interactive Brokers was a new Reflection Asset Management position in Q4 2025.
Interactive Brokers made up 0.02% of Reflection Asset Management's portfolio in Q4 2025, its #325 holding.
978 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2025.

Based on Reflection Asset Management's 13F filing for Q4 2025, filed 2 Mar 2026.