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Resona Asset Management’s Interactive Brokers IBKR Stock Holding History

Resona Asset Management’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 		$10.5M Sell
120,455
-16,719
-12% -$1.39M 0.05% 313
2026
Q1 		$9.11M Buy
137,174
+6,661
+5% +$475K 0.05% 344
2025
Q4 		$8.42M Sell
130,513
-7,513
-5% -$503K 0.04% 364
2025
Q3 		$9.5M Buy
138,026
+802
+0.6% +$50.5K 0.05% 344
2025
Q2 		$7.58M Buy
137,224
+5,696
+4% +$270K 0.04% 403
2025
Q1 		$5.44M Buy
+131,528
New +$6.52M 0.03% 441

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 $3.38T AUM 44.17% 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 $2.75B AUM 36.11% 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

Resona Asset Management's IBKR Position: Q2 2026 in Review

Resona Asset Management reduced its Interactive Brokers (IBKR) stake by 12% in Q2 2026, selling an estimated $1.39M and leaving 120,455 shares worth $10.5M. The position accounts for 0.05% of the portfolio, ranked #313.

Resona Asset Management first reported a position in IBKR in Q1 2025 and has held it in 6 quarters since. 1,119 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Resona Asset Management held 120,455 shares of Interactive Brokers worth $10.5M as of Q2 2026.
  • Resona Asset Management sold 16,719 Interactive Brokers shares in Q2 2026, an estimated $1.39M.
  • Interactive Brokers made up 0.05% of Resona Asset Management's portfolio in Q2 2026, its #313 holding.
  • Resona Asset Management first reported a position in Interactive Brokers in Q1 2025 and has held it in 6 quarters since.
  • 1,119 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Resona Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.