WS
IBKR icon

Wedbush Securities’s Interactive Brokers IBKR Stock Holding History

Wedbush Securities’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
2026
Q1 		$244K Buy
+3,643
New +$260K 0.01% 1012
2024
Q3 		– Sell
-16,304
Closed -$500K – 1177
2024
Q2 		$500K Buy
16,304
+1,040
+7% +$31K 0.02% 630
2024
Q1 		$426K Buy
+15,264
New +$380K 0.02% 707

Other funds holding IBKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wedbush Securities's IBKR Position: Q1 2026 in Review

Wedbush Securities opened a new position in Interactive Brokers (IBKR) in Q1 2026: 3,643 shares worth $244K. The stake represents 0.01% of the portfolio and ranks #1012 among its holdings. This is a return to the name: Wedbush Securities previously reported a position in IBKR as recently as Q2 2024.

Wedbush Securities first reported a position in IBKR in Q1 2024 and has held it in 3 quarters since. The position peaked at $500K in Q2 2024. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Wedbush Securities held 3,643 shares of Interactive Brokers worth $244K as of Q1 2026.
  • Interactive Brokers was a new Wedbush Securities position in Q1 2026.
  • Interactive Brokers made up 0.01% of Wedbush Securities's portfolio in Q1 2026, its #1012 holding.
  • Wedbush Securities first reported a position in Interactive Brokers in Q1 2024 and has held it in 3 quarters since.
  • Wedbush Securities's Interactive Brokers position peaked at $500K in Q2 2024.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.