Western Financial Corp/CA
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1954480
SAN DIEGO, CA
Position in IBKR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,621,120
+$368,052 QoQ
Shares Held
18,625
-0.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#489
of 1,105 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Western Financial Corp/CA holds $8,164,056 across 3 Capital Markets names. IBKR ranks #2 (19.9% of the industry book) .
All Filings in IBKR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,621,120 | 18,625 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,253,068 | 18,683 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,362,407 | 21,185 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,471,433 | 21,384 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,351,893 | 24,398 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $993,871 | 6,002 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||