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Rise Advisors’s Interactive Brokers IBKR Stock Holding History

Rise Advisors’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
-863
Closed -$59.4K – 710
2025
Q3 		$59.4K Buy
863
+1
+0.1% +$63 0.02% 225
2025
Q2 		$47.8K Buy
862
+2
+0.2% +$95 0.02% 247
2025
Q1 		$35.6K Sell
860
-204
-19% -$10.1K 0.02% 288
2024
Q4 		$46.9K Buy
1,064
+4
+0.4% +$168 0.02% 239
2024
Q3 		$37K Hold
1,060
– – 0.02% 317
2024
Q2 		$32.5K Buy
1,060
+4
+0.4% +$119 0.02% 340
2024
Q1 		$29.5K Buy
+1,056
New +$26.3K 0.02% 391

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 $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
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

Rise Advisors's IBKR Position: Q4 2025 in Review

Rise Advisors sold out of Interactive Brokers (IBKR) in Q4 2025, closing a stake of 863 shares — an estimated $59.4K sold.

Rise Advisors first reported a position in IBKR in Q1 2024 and held it in 7 quarters. The position peaked at $59.4K in Q3 2025. 975 funds tracked by Wall St. Rank hold IBKR as of Q4 2025.

  • Rise Advisors reported no remaining Interactive Brokers position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 863 Interactive Brokers shares in Q4 2025, an estimated $59.4K.
  • Rise Advisors first reported a position in Interactive Brokers in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Interactive Brokers position peaked at $59.4K in Q3 2025.
  • 975 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.