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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
Q2 		$299K Sell
3,440
-203
-6% -$16.9K 0.01% 956
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wedbush Securities's IBKR Position: Q2 2026 in Review

Wedbush Securities reduced its Interactive Brokers (IBKR) stake by 5.6% in Q2 2026, selling an estimated $16.9K and leaving 3,440 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #956.

Wedbush Securities first reported a position in IBKR in Q1 2024 and has held it in 4 quarters since. The position peaked at $500K in Q2 2024. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Wedbush Securities held 3,440 shares of Interactive Brokers worth $299K as of Q2 2026.
  • Wedbush Securities sold 203 Interactive Brokers shares in Q2 2026, an estimated $16.9K.
  • Interactive Brokers made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #956 holding.
  • Wedbush Securities first reported a position in Interactive Brokers in Q1 2024 and has held it in 4 quarters since.
  • Wedbush Securities's Interactive Brokers position peaked at $500K in Q2 2024.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.