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
-1,473,600
Closed -$29.3M – 7384
2021
Q4 		$29.3M Buy
+1,473,600
New +$27.4M 0.01% 1081

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 $3.38T AUM 44.17% 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 $2.75B AUM 36.11% 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

Wells Fargo's IBKR Position: Q2 2026 in Review

Wells Fargo reduced its Interactive Brokers (IBKR) stake by 21% in Q2 2026, selling an estimated $51.2M and leaving 2,273,543 shares worth $198M. The position accounts for 0.03% of the portfolio, ranked #431.

Wells Fargo first reported a position in IBKR in Q2 2013 and has held it in 53 quarters since. The position peaked at $224M in Q3 2025. 1,119 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Wells Fargo held 2,273,543 shares of Interactive Brokers worth $198M as of Q2 2026.
  • Wells Fargo sold 615,638 Interactive Brokers shares in Q2 2026, an estimated $51.2M.
  • Interactive Brokers made up 0.03% of Wells Fargo's portfolio in Q2 2026, its #431 holding.
  • Wells Fargo first reported a position in Interactive Brokers in Q2 2013 and has held it in 53 quarters since.
  • Wells Fargo's Interactive Brokers position peaked at $224M in Q3 2025.
  • 1,119 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.