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Wedmont Private Capital’s Interactive Brokers IBKR Stock Holding History

Wedmont Private Capital’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 		$764K Buy
8,125
+735
+10% +$61.2K 0.02% 418
2026
Q1 		$534K Buy
7,390
+291
+4% +$20.8K 0.02% 474
2025
Q4 		$506K Buy
7,099
+232
+3% +$15.5K 0.02% 465
2025
Q3 		$476K Buy
6,867
+1,603
+30% +$101K 0.02% 476
2025
Q2 		$304K Buy
5,264
+76
+1% +$3.61K 0.01% 567
2025
Q1 		$222K Buy
5,188
+64
+1% +$3.17K 0.01% 616
2024
Q4 		$237K Buy
+5,124
New +$216K 0.01% 607

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Wedmont Private Capital's IBKR Position: Q2 2026 in Review

Wedmont Private Capital increased its Interactive Brokers (IBKR) stake by 9.9% in Q2 2026, buying an estimated $61.2K and bringing the position to 8,125 shares worth $764K. The position accounts for 0.02% of the portfolio, ranked #418.

Wedmont Private Capital first reported a position in IBKR in Q4 2024 and has held it in 7 quarters since. 574 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Wedmont Private Capital held 8,125 shares of Interactive Brokers worth $764K as of Q2 2026.
  • Wedmont Private Capital bought 735 Interactive Brokers shares in Q2 2026, an estimated $61.2K.
  • Interactive Brokers made up 0.02% of Wedmont Private Capital's portfolio in Q2 2026, its #418 holding.
  • Wedmont Private Capital first reported a position in Interactive Brokers in Q4 2024 and has held it in 7 quarters since.
  • 574 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.