Wells Fargo
IBKR icon

Wells Fargo’s Interactive Brokers IBKR Stock Holding History

Wells Fargo’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
2022
Q1 		– Sell
-80,400
Closed -$1.6M – 7383
2021
Q4 		$1.6M Buy
+80,400
New +$1.5M ﹤0.01% 3711

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 $665M AUM 25.91% 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

Wells Fargo's IBKR Position: Q1 2026 in Review

Wells Fargo reduced its Interactive Brokers (IBKR) stake by 7.7% in Q1 2026, selling an estimated $17.2M and leaving 2,889,181 shares worth $194M. The position accounts for 0.04% of the portfolio, ranked #400.

Wells Fargo first reported a position in IBKR in Q2 2013 and has held it in 52 quarters since. The position peaked at $224M in Q3 2025. 994 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Wells Fargo held 2,889,181 shares of Interactive Brokers worth $194M as of Q1 2026.
  • Wells Fargo sold 240,942 Interactive Brokers shares in Q1 2026, an estimated $17.2M.
  • Interactive Brokers made up 0.04% of Wells Fargo's portfolio in Q1 2026, its #400 holding.
  • Wells Fargo first reported a position in Interactive Brokers in Q2 2013 and has held it in 52 quarters since.
  • Wells Fargo's Interactive Brokers position peaked at $224M in Q3 2025.
  • 994 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.