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WestEnd Advisors’s Interactive Brokers IBKR Stock Holding History

WestEnd Advisors’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 		$1.39K Buy
16
+1
+7% +$83 ﹤0.01% 229
2026
Q1 		$1.01K Hold
15
– – ﹤0.01% 236
2025
Q4 		$965 Buy
15
+5
+50% +$335 ﹤0.01% 240
2025
Q3 		$688 Buy
+10
New +$629 ﹤0.01% 273

Other funds holding IBKR

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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

WestEnd Advisors's IBKR Position: Q2 2026 in Review

WestEnd Advisors increased its Interactive Brokers (IBKR) stake by 6.7% in Q2 2026, buying an estimated $83 and bringing the position to 16 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #229.

WestEnd Advisors first reported a position in IBKR in Q3 2025 and has held it in 4 quarters since. 240 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • WestEnd Advisors held 16 shares of Interactive Brokers worth $1.39K as of Q2 2026.
  • WestEnd Advisors bought 1 Interactive Brokers share in Q2 2026, an estimated $83.
  • Interactive Brokers made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #229 holding.
  • WestEnd Advisors first reported a position in Interactive Brokers in Q3 2025 and has held it in 4 quarters since.
  • 240 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.