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Westfuller Advisors’s Interactive Brokers IBKR Stock Holding History

Westfuller 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 		$783 Sell
9
-2
-18% -$166 ﹤0.01% 715
2026
Q1 		$738 Hold
11
– – ﹤0.01% 697
2025
Q4 		$707 Sell
11
-8
-42% -$536 ﹤0.01% 728
2025
Q3 		$1.31K Buy
+19
New +$1.2K ﹤0.01% 686

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

Westfuller Advisors's IBKR Position: Q2 2026 in Review

Westfuller Advisors reduced its Interactive Brokers (IBKR) stake by 18% in Q2 2026, selling an estimated $166 and leaving 9 shares worth $783. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Westfuller Advisors first reported a position in IBKR in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.31K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Westfuller Advisors held 9 shares of Interactive Brokers worth $783 as of Q2 2026.
  • Westfuller Advisors sold 2 Interactive Brokers shares in Q2 2026, an estimated $166.
  • Interactive Brokers made up ﹤0.01% of Westfuller Advisors's portfolio in Q2 2026, its #715 holding.
  • Westfuller Advisors first reported a position in Interactive Brokers in Q3 2025 and has held it in 4 quarters since.
  • Westfuller Advisors's Interactive Brokers position peaked at $1.31K in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.