BOLTON SECURITIES CORPORATION’s Interactive Brokers IBKR Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q1	$8.41M	Buy	+203,108	New	+$10.1M	0.49%	40

Other funds holding IBKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IBKR Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Interactive Brokers (IBKR) in Q1 2025: 203,108 shares worth $8.41M. The stake represents 0.49% of the portfolio and ranks #40 among its holdings.

751 funds tracked by Wall St. Rank hold IBKR as of Q1 2025.

BOLTON SECURITIES CORPORATION held 203,108 shares of Interactive Brokers worth $8.41M as of Q1 2025.
Interactive Brokers was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
Interactive Brokers made up 0.49% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #40 holding.
751 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.