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Synergy Investment Management’s Interactive Brokers IBKR Stock Holding History

Synergy Investment 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
Q2 		– Sell
-136
Closed -$5.63K – 296
2025
Q1 		$5.63K Hold
136
– – ﹤0.01% 438
2024
Q4 		$6.01K Buy
+136
New +$5.73K ﹤0.01% 435

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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
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
JP Morgan Chase
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
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

Synergy Investment Management's IBKR Position: Q2 2025 in Review

Synergy Investment Management sold out of Interactive Brokers (IBKR) in Q2 2025, closing a stake of 136 shares — an estimated $5.63K sold.

Synergy Investment Management first reported a position in IBKR in Q4 2024 and held it in 2 quarters. The position peaked at $6.01K in Q4 2024. 802 funds tracked by Wall St. Rank hold IBKR as of Q2 2025.

  • Synergy Investment Management reported no remaining Interactive Brokers position as of Q2 2025 after selling out during the quarter.
  • Synergy Investment Management sold 136 Interactive Brokers shares in Q2 2025, an estimated $5.63K.
  • Synergy Investment Management first reported a position in Interactive Brokers in Q4 2024 and held it in 2 quarters.
  • Synergy Investment Management's Interactive Brokers position peaked at $6.01K in Q4 2024.
  • 802 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2025.

Based on Synergy Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.