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West Branch Capital’s Interactive Brokers IBKR Stock Holding History

West Branch 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
Q1 		– Sell
-420
Closed -$27K – 404
2025
Q4 		$27K Hold
420
– – 0.01% 170
2025
Q3 		$28.9K Hold
420
– – 0.01% 174
2025
Q2 		$23.3K Hold
420
– – 0.01% 199
2025
Q1 		$17.4K Buy
+420
New +$20.8K 0.01% 242

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

West Branch Capital's IBKR Position: Q1 2026 in Review

West Branch Capital sold out of Interactive Brokers (IBKR) in Q1 2026, closing a stake of 420 shares — an estimated $27K sold.

West Branch Capital first reported a position in IBKR in Q1 2025 and held it in 4 quarters. The position peaked at $28.9K in Q3 2025. 1,000 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • West Branch Capital reported no remaining Interactive Brokers position as of Q1 2026 after selling out during the quarter.
  • West Branch Capital sold 420 Interactive Brokers shares in Q1 2026, an estimated $27K.
  • West Branch Capital first reported a position in Interactive Brokers in Q1 2025 and held it in 4 quarters.
  • West Branch Capital's Interactive Brokers position peaked at $28.9K in Q3 2025.
  • 1,000 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on West Branch Capital's 13F filing for Q1 2026, filed 14 Apr 2026.