SVB Wealth’s Interactive Brokers IBKR Stock Holding History

SVB Wealth’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 Q2	–	Sell	-452	Closed	-$18.7K	–	1013
2025 Q1	$18.7K	Buy	+452	New	+$22.4K	﹤0.01%	759

Other funds holding IBKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

SVB Wealth's IBKR Position: Q2 2025 in Review

SVB Wealth sold out of Interactive Brokers (IBKR) in Q2 2025, closing a stake of 452 shares — an estimated $18.7K sold.

SVB Wealth first reported a position in IBKR in Q1 2025 and held it in 1 quarter. The position peaked at $18.7K in Q1 2025. 802 funds tracked by Wall St. Rank hold IBKR as of Q2 2025.

SVB Wealth reported no remaining Interactive Brokers position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 452 Interactive Brokers shares in Q2 2025, an estimated $18.7K.
SVB Wealth first reported a position in Interactive Brokers in Q1 2025 and held it in 1 quarter.
SVB Wealth's Interactive Brokers position peaked at $18.7K in Q1 2025.
802 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.