RAM
IBKR icon

Riggs Asset Management’s Interactive Brokers IBKR Stock Holding History

Riggs 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
Q3 		– Sell
-20
Closed -$1.11K – 434
2025
Q2 		$1.11K Sell
20
-8
-29% -$380 ﹤0.01% 747
2025
Q1 		$1.16K Hold
28
– – ﹤0.01% 465
2024
Q4 		$1.25K Buy
28
+8
+40% +$337 ﹤0.01% 422
2024
Q3 		$697 Sell
20
-8
-29% -$248 ﹤0.01% 493
2024
Q2 		$859 Buy
28
+20
+250% +$597 ﹤0.01% 453
2024
Q1 		$224 Buy
+8
New +$199 ﹤0.01% 635

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $15.1B AUM 23.54% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return