WPC
IBKR icon

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
Q3 		$736K Buy
8,507
+382
+5% +$35K 0.02% 475
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

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $160M AUM 18.68% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Wedmont Private Capital's IBKR Position: Q3 2026 in Review

Wedmont Private Capital increased its Interactive Brokers (IBKR) stake by 4.7% in Q3 2026, buying an estimated $35K and bringing the position to 8,507 shares worth $736K. The position accounts for 0.02% of the portfolio, ranked #475.

Wedmont Private Capital first reported a position in IBKR in Q4 2024 and has held it in 8 quarters since. The position peaked at $764K in Q2 2026. 36 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

  • Wedmont Private Capital held 8,507 shares of Interactive Brokers worth $736K as of Q3 2026.
  • Wedmont Private Capital bought 382 Interactive Brokers shares in Q3 2026, an estimated $35K.
  • Interactive Brokers made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #475 holding.
  • Wedmont Private Capital first reported a position in Interactive Brokers in Q4 2024 and has held it in 8 quarters since.
  • Wedmont Private Capital's Interactive Brokers position peaked at $764K in Q2 2026.
  • 36 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.