WCM
IBKR icon

Westend Capital Management’s Interactive Brokers IBKR Stock Holding History

Westend Capital Management’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 		$33K Hold
379
– – 0.01% 115
2026
Q1 		$25.4K Hold
379
– – 0.01% 116
2025
Q4 		$24.4K Buy
+379
New +$25.4K 0.01% 113

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 $3.37T AUM 44.26% 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 $2.74B AUM 36.19% 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

Westend Capital Management's IBKR Position: Q2 2026 in Review

Westend Capital Management held its Interactive Brokers (IBKR) position steady in Q2 2026 at 379 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #115.

Westend Capital Management first reported a position in IBKR in Q4 2025 and has held it in 3 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Westend Capital Management held 379 shares of Interactive Brokers worth $33K as of Q2 2026.
  • Westend Capital Management left its Interactive Brokers share count unchanged in Q2 2026.
  • Interactive Brokers made up 0.01% of Westend Capital Management's portfolio in Q2 2026, its #115 holding.
  • Westend Capital Management first reported a position in Interactive Brokers in Q4 2025 and has held it in 3 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Westend Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.