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Trust Point Inc’s Interactive Brokers IBKR Stock Holding History

Trust Point Inc’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
-3,052
Closed -$210K – 490
2025
Q3 		$210K Buy
+3,052
New +$192K 0.02% 459

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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

Trust Point Inc's IBKR Position: Q4 2025 in Review

Trust Point Inc sold out of Interactive Brokers (IBKR) in Q4 2025, closing a stake of 3,052 shares — an estimated $210K sold.

Trust Point Inc first reported a position in IBKR in Q3 2025 and held it in 1 quarter. The position peaked at $210K in Q3 2025. 975 funds tracked by Wall St. Rank hold IBKR as of Q4 2025.

  • Trust Point Inc reported no remaining Interactive Brokers position as of Q4 2025 after selling out during the quarter.
  • Trust Point Inc sold 3,052 Interactive Brokers shares in Q4 2025, an estimated $210K.
  • Trust Point Inc first reported a position in Interactive Brokers in Q3 2025 and held it in 1 quarter.
  • Trust Point Inc's Interactive Brokers position peaked at $210K in Q3 2025.
  • 975 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2025.

Based on Trust Point Inc's 13F filing for Q4 2025, filed 13 Jan 2026.