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Verus Capital Partners’s Interactive Brokers IBKR Stock Holding History

Verus Capital Partners’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
-5,320
Closed -$220K – 390
2025
Q1 		$220K Hold
5,320
– – 0.02% 335
2024
Q4 		$235K Buy
+5,320
New +$224K 0.02% 321

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return

Verus Capital Partners's IBKR Position: Q2 2025 in Review

Verus Capital Partners sold out of Interactive Brokers (IBKR) in Q2 2025, closing a stake of 5,320 shares — an estimated $220K sold.

Verus Capital Partners first reported a position in IBKR in Q4 2024 and held it in 2 quarters. The position peaked at $235K in Q4 2024. 802 funds tracked by Wall St. Rank hold IBKR as of Q2 2025.

  • Verus Capital Partners reported no remaining Interactive Brokers position as of Q2 2025 after selling out during the quarter.
  • Verus Capital Partners sold 5,320 Interactive Brokers shares in Q2 2025, an estimated $220K.
  • Verus Capital Partners first reported a position in Interactive Brokers in Q4 2024 and held it in 2 quarters.
  • Verus Capital Partners's Interactive Brokers position peaked at $235K in Q4 2024.
  • 802 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2025.

Based on Verus Capital Partners's 13F filing for Q2 2025, filed 7 Aug 2025.