Westwind Capital’s Interactive Brokers IBKR Stock Holding History

Westwind Capital’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 Q3	$1.49M	Buy	+17,494	New	+$1.6M	0.35%	68

Other funds holding IBKR

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return

Crocodile Capital Partners Ursensollen, Germany $160M AUM 18.68% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Westwind Capital's IBKR Position: Q3 2026 in Review

Westwind Capital opened a new position in Interactive Brokers (IBKR) in Q3 2026: 17,494 shares worth $1.49M. The stake represents 0.35% of the portfolio and ranks #68 among its holdings.

36 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

Westwind Capital held 17,494 shares of Interactive Brokers worth $1.49M as of Q3 2026.
Interactive Brokers was a new Westwind Capital position in Q3 2026.
Interactive Brokers made up 0.35% of Westwind Capital's portfolio in Q3 2026, its #68 holding.
36 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on Westwind Capital's 13F filing for Q3 2026, filed 8 Oct 2026.