Western Financial Corp’s Interactive Brokers IBKR Stock Holding History

Western Financial Corp’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	$1.62M	Sell	18,625 -58	-0.3%	-$4.83K	0.47%	39
2026 Q1	$1.25M	Sell	18,683 -2,502	-12%	-$179K	0.49%	49
2025 Q4	$1.36M	Sell	21,185 -199	-0.9%	-$13.3K	0.54%	45
2025 Q3	$1.47M	Sell	21,384 -3,014	-12%	-$190K	0.64%	39
2025 Q2	$1.35M	Buy	24,398 +390	+2%	+$18.5K	0.72%	39
2025 Q1	$994K	Buy	+24,008	New	+$1.19M	0.58%	52

Other funds holding IBKR

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return

Western Financial Corp's IBKR Position: Q2 2026 in Review

Western Financial Corp reduced its Interactive Brokers (IBKR) stake by 0.31% in Q2 2026, selling an estimated $4.83K and leaving 18,625 shares worth $1.62M. The position accounts for 0.47% of the portfolio, ranked #39.

Western Financial Corp first reported a position in IBKR in Q1 2025 and has held it in 6 quarters since. 382 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Western Financial Corp held 18,625 shares of Interactive Brokers worth $1.62M as of Q2 2026.
Western Financial Corp sold 58 Interactive Brokers shares in Q2 2026, an estimated $4.83K.
Interactive Brokers made up 0.47% of Western Financial Corp's portfolio in Q2 2026, its #39 holding.
Western Financial Corp first reported a position in Interactive Brokers in Q1 2025 and has held it in 6 quarters since.
382 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.