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Sound View Wealth Advisors Group’s Interactive Brokers IBKR Stock Holding History

Sound View Wealth Advisors Group’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 		$2.5M Buy
28,674
+146
+0.5% +$12.2K 0.15% 121
2026
Q1 		$1.91M Sell
28,528
-353
-1% -$25.2K 0.13% 130
2025
Q4 		$1.86M Buy
28,881
+1,375
+5% +$92K 0.12% 132
2025
Q3 		$1.89M Buy
27,506
+3,003
+12% +$189K 0.13% 137
2025
Q2 		$1.36M Buy
+24,503
New +$1.16M 0.1% 157

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

Sound View Wealth Advisors Group's IBKR Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its Interactive Brokers (IBKR) stake by 0.51% in Q2 2026, buying an estimated $12.2K and bringing the position to 28,674 shares worth $2.5M. The position accounts for 0.15% of the portfolio, ranked #121.

Sound View Wealth Advisors Group first reported a position in IBKR in Q2 2025 and has held it in 5 quarters since. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Sound View Wealth Advisors Group held 28,674 shares of Interactive Brokers worth $2.5M as of Q2 2026.
  • Sound View Wealth Advisors Group bought 146 Interactive Brokers shares in Q2 2026, an estimated $12.2K.
  • Interactive Brokers made up 0.15% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #121 holding.
  • Sound View Wealth Advisors Group first reported a position in Interactive Brokers in Q2 2025 and has held it in 5 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.