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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
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 $5.72T 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

Sound View Wealth Advisors Group's IBKR Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Interactive Brokers (IBKR) stake by 1.2% in Q1 2026, selling an estimated $25.2K and leaving 28,528 shares worth $1.91M. The position accounts for 0.13% of the portfolio, ranked #130.

Sound View Wealth Advisors Group first reported a position in IBKR in Q2 2025 and has held it in 4 quarters since. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Sound View Wealth Advisors Group held 28,528 shares of Interactive Brokers worth $1.91M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 353 Interactive Brokers shares in Q1 2026, an estimated $25.2K.
  • Interactive Brokers made up 0.13% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #130 holding.
  • Sound View Wealth Advisors Group first reported a position in Interactive Brokers in Q2 2025 and has held it in 4 quarters since.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.