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Sumitomo Life Insurance’s Interactive Brokers IBKR Stock Holding History

Sumitomo Life Insurance’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 		$3.39M Sell
50,582
-7,968
-14% -$569K 0.08% 87
2025
Q4 		$3.77M Buy
58,550
+170
+0.3% +$11.4K 0.1% 83
2025
Q3 		$4.02M Sell
58,380
-852
-1% -$53.6K 0.12% 73
2025
Q2 		$3.28M Sell
59,232
-1,628
-3% -$77.2K 0.22% 78
2025
Q1 		$2.52M Sell
60,860
-228
-0.4% -$11.3K 0.09% 95
2024
Q4 		$2.7M Buy
61,088
+38,860
+175% +$1.64M 0.05% 98
2024
Q3 		$774K Buy
+22,228
New +$688K 0.02% 220

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

Sumitomo Life Insurance's IBKR Position: Q1 2026 in Review

Sumitomo Life Insurance reduced its Interactive Brokers (IBKR) stake by 14% in Q1 2026, selling an estimated $569K and leaving 50,582 shares worth $3.39M. The position accounts for 0.08% of the portfolio, ranked #87.

Sumitomo Life Insurance first reported a position in IBKR in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.02M in Q3 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Sumitomo Life Insurance held 50,582 shares of Interactive Brokers worth $3.39M as of Q1 2026.
  • Sumitomo Life Insurance sold 7,968 Interactive Brokers shares in Q1 2026, an estimated $569K.
  • Interactive Brokers made up 0.08% of Sumitomo Life Insurance's portfolio in Q1 2026, its #87 holding.
  • Sumitomo Life Insurance first reported a position in Interactive Brokers in Q3 2024 and has held it in 7 quarters since.
  • Sumitomo Life Insurance's Interactive Brokers position peaked at $4.02M in Q3 2025.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Sumitomo Life Insurance's 13F filing for Q1 2026, filed 12 May 2026.