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Tucker Asset Management’s Interactive Brokers IBKR Stock Holding History

Tucker Asset 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
Q4 		$31.6K Buy
+491
New +$32.9K 0.01% 381
2025
Q1 		– Sell
-392
Closed -$17.3K – 600
2024
Q4 		$17.3K Sell
392
-116
-23% -$4.88K ﹤0.01% 601
2024
Q3 		$17.7K Hold
508
– – ﹤0.01% 574
2024
Q2 		$15.6K Buy
508
+456
+877% +$13.6K ﹤0.01% 703
2024
Q1 		$1.45K Hold
52
– – ﹤0.01% 1371
2023
Q4 		$1.08K Hold
52
– – ﹤0.01% 1244
2023
Q3 		$1.13K Buy
+52
New +$1.16K ﹤0.01% 1151
2023
Q2 		– Sell
-988
Closed -$20.4K – 1229
2023
Q1 		$20.4K Buy
+988
New +$20.1K 0.01% 405

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

Tucker Asset Management's IBKR Position: Q4 2025 in Review

Tucker Asset Management opened a new position in Interactive Brokers (IBKR) in Q4 2025: 491 shares worth $31.6K. The stake represents 0.01% of the portfolio and ranks #381 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in IBKR as recently as Q4 2024.

Tucker Asset Management first reported a position in IBKR in Q1 2023 and has held it in 8 quarters since. 975 funds tracked by Wall St. Rank hold IBKR as of Q4 2025.

  • Tucker Asset Management held 491 shares of Interactive Brokers worth $31.6K as of Q4 2025.
  • Interactive Brokers was a new Tucker Asset Management position in Q4 2025.
  • Interactive Brokers made up 0.01% of Tucker Asset Management's portfolio in Q4 2025, its #381 holding.
  • Tucker Asset Management first reported a position in Interactive Brokers in Q1 2023 and has held it in 8 quarters since.
  • 975 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.