United Services Automobile Association’s Interactive Brokers IBKR Stock Holding History

United Services Automobile Association’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	-28,336	Closed	-$1.17M	–	489
2025 Q1	$1.17M	Buy	+28,336	New	+$1.4M	0.04%	245
2023 Q1	–	Sell	-40,372	Closed	-$730K	–	425
2022 Q4	$730K	Sell	40,372 -1,184	-3%	-$22.1K	0.02%	353
2022 Q3	$664K	Buy	+41,556	New	+$640K	0.02%	354
2019 Q3	–	Sell	-46,084	Closed	-$624K	–	1033
2019 Q2	$624K	Hold	46,084	–	–	﹤0.01%	1520
2019 Q1	$598K	Hold	46,084	–	–	﹤0.01%	1549
2018 Q4	$630K	Sell	46,084 -5,448	-11%	-$72.7K	﹤0.01%	1448
2018 Q3	$713K	Sell	51,532 -2,516	-5%	-$38.2K	﹤0.01%	1517
2018 Q2	$870K	Buy	54,048 +3,960	+8%	+$71.7K	﹤0.01%	1434
2018 Q1	$842K	Buy	+50,088	New	+$829K	﹤0.01%	1466
2014 Q3	–	Sell	-36,000	Closed	-$210K	–	1232
2014 Q2	$210K	Buy	+36,000	New	+$207K	﹤0.01%	1211

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 $9.01B AUM 30.26% 1-Year Est. Return

United Services Automobile Association's IBKR Position: Q2 2025 in Review

United Services Automobile Association sold out of Interactive Brokers (IBKR) in Q2 2025, closing a stake of 28,336 shares — an estimated $1.17M sold.

United Services Automobile Association first reported a position in IBKR in Q2 2014 and held it in 10 quarters. The position peaked at $1.17M in Q1 2025. 802 funds tracked by Wall St. Rank hold IBKR as of Q2 2025.

United Services Automobile Association reported no remaining Interactive Brokers position as of Q2 2025 after selling out during the quarter.
United Services Automobile Association sold 28,336 Interactive Brokers shares in Q2 2025, an estimated $1.17M.
United Services Automobile Association first reported a position in Interactive Brokers in Q2 2014 and held it in 10 quarters.
United Services Automobile Association's Interactive Brokers position peaked at $1.17M in Q1 2025.
802 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.