WC
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Whitney & Co’s Interactive Brokers IBKR Stock Holding History

Whitney & Co’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 		$12.8M Buy
191,377
+1,927
+1% +$138K 1.07% 32
2025
Q4 		$12.2M Buy
189,450
+894
+0.5% +$59.8K 0.97% 32
2025
Q3 		$13M Buy
188,556
+975
+0.5% +$61.3K 1.18% 28
2025
Q2 		$10.4M Buy
187,581
+1,261
+0.7% +$59.8K 1.03% 31
2025
Q1 		$7.71M Sell
186,320
-32,992
-15% -$1.63M 0.82% 46
2024
Q4 		$9.69M Buy
219,312
+5,132
+2% +$216K 1.02% 35
2024
Q3 		$7.46M Buy
214,180
+4,188
+2% +$130K 0.8% 46
2024
Q2 		$6.44M Buy
209,992
+9,932
+5% +$296K 0.74% 44
2024
Q1 		$5.59M Buy
+200,060
New +$4.98M 0.67% 47

Other funds holding IBKR

BlackRock
BlackRock New York $5.7T 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