JSSH
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J. Safra Sarasin Holding’s Interactive Brokers IBKR Stock Holding History

J. Safra Sarasin Holding’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 		$1.05M Sell
14,125
-15,800
-53% -$1.32M 0.02% 381
2026
Q1 		$2.01M Sell
29,925
-2,053
-6% -$147K 0.03% 203
2025
Q4 		$2.06M Buy
+31,978
New +$2.14M 0.03% 201

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

J. Safra Sarasin Holding's IBKR Position: Q2 2026 in Review

J. Safra Sarasin Holding reduced its Interactive Brokers (IBKR) stake by 53% in Q2 2026, selling an estimated $1.32M and leaving 14,125 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #381.

J. Safra Sarasin Holding first reported a position in IBKR in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.06M in Q4 2025. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • J. Safra Sarasin Holding held 14,125 shares of Interactive Brokers worth $1.05M as of Q2 2026.
  • J. Safra Sarasin Holding sold 15,800 Interactive Brokers shares in Q2 2026, an estimated $1.32M.
  • Interactive Brokers made up 0.02% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #381 holding.
  • J. Safra Sarasin Holding first reported a position in Interactive Brokers in Q4 2025 and has held it in 3 quarters since.
  • J. Safra Sarasin Holding's Interactive Brokers position peaked at $2.06M in Q4 2025.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.