WA
IBKR icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Westfuller Advisors's IBKR Position: Q1 2026 in Review

Westfuller Advisors held its Interactive Brokers (IBKR) position steady in Q1 2026 at 11 shares worth $738. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Westfuller Advisors first reported a position in IBKR in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.31K in Q3 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Westfuller Advisors held 11 shares of Interactive Brokers worth $738 as of Q1 2026.
  • Westfuller Advisors left its Interactive Brokers share count unchanged in Q1 2026.
  • Interactive Brokers made up ﹤0.01% of Westfuller Advisors's portfolio in Q1 2026, its #697 holding.
  • Westfuller Advisors first reported a position in Interactive Brokers in Q3 2025 and has held it in 3 quarters since.
  • Westfuller Advisors's Interactive Brokers position peaked at $1.31K in Q3 2025.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.