Talon Private Wealth’s Interactive Brokers IBKR Stock Holding History

Talon Private 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	$93.5K	Buy	+1,688	New	+$80.1K	0.01%	181

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

Talon Private Wealth's IBKR Position: Q2 2025 in Review

Talon Private Wealth opened a new position in Interactive Brokers (IBKR) in Q2 2025: 1,688 shares worth $93.5K. The stake represents 0.01% of the portfolio and ranks #181 among its holdings.

802 funds tracked by Wall St. Rank hold IBKR as of Q2 2025.

Talon Private Wealth held 1,688 shares of Interactive Brokers worth $93.5K as of Q2 2025.
Interactive Brokers was a new Talon Private Wealth position in Q2 2025.
Interactive Brokers made up 0.01% of Talon Private Wealth's portfolio in Q2 2025, its #181 holding.
802 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2025.

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