Western Pacific Wealth Management’s Interactive Brokers IBKR Stock Holding History

Western Pacific Wealth 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 Q1	$215K	Hold	3,200	–	–	0.22%	55
2025 Q4	$206K	Hold	3,200	–	–	0.2%	58
2025 Q3	$220K	Hold	3,200	–	–	0.21%	58
2025 Q2	$177K	Hold	3,200	–	–	0.17%	75
2025 Q1	$132K	Sell	3,200 -1,200	-27%	-$59.5K	0.12%	84
2024 Q4	$194K	Hold	4,400	–	–	0.16%	66
2024 Q3	$153K	Hold	4,400	–	–	0.1%	74
2024 Q2	$135K	Hold	4,400	–	–	0.1%	71
2024 Q1	$123K	Hold	4,400	–	–	0.09%	84
2023 Q4	$91.2K	Hold	4,400	–	–	0.07%	100
2023 Q3	$95.2K	Buy	+4,400	New	+$97.9K	0.08%	80

Other funds holding IBKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Western Pacific Wealth Management's IBKR Position: Q1 2026 in Review

Western Pacific Wealth Management held its Interactive Brokers (IBKR) position steady in Q1 2026 at 3,200 shares worth $215K. The position accounts for 0.22% of the portfolio, ranked #55.

Western Pacific Wealth Management first reported a position in IBKR in Q3 2023 and has held it in 11 quarters since. The position peaked at $220K in Q3 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

Western Pacific Wealth Management held 3,200 shares of Interactive Brokers worth $215K as of Q1 2026.
Western Pacific Wealth Management left its Interactive Brokers share count unchanged in Q1 2026.
Interactive Brokers made up 0.22% of Western Pacific Wealth Management's portfolio in Q1 2026, its #55 holding.
Western Pacific Wealth Management first reported a position in Interactive Brokers in Q3 2023 and has held it in 11 quarters since.
Western Pacific Wealth Management's Interactive Brokers position peaked at $220K in Q3 2025.
993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.