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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
Q2 		$3.16M Sell
36,310
-14,272
-28% -$1.19M 0.05% 100
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 $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

Sumitomo Life Insurance's IBKR Position: Q2 2026 in Review

Sumitomo Life Insurance reduced its Interactive Brokers (IBKR) stake by 28% in Q2 2026, selling an estimated $1.19M and leaving 36,310 shares worth $3.16M. The position accounts for 0.05% of the portfolio, ranked #100.

Sumitomo Life Insurance first reported a position in IBKR in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.02M in Q3 2025. 1,117 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Sumitomo Life Insurance held 36,310 shares of Interactive Brokers worth $3.16M as of Q2 2026.
  • Sumitomo Life Insurance sold 14,272 Interactive Brokers shares in Q2 2026, an estimated $1.19M.
  • Interactive Brokers made up 0.05% of Sumitomo Life Insurance's portfolio in Q2 2026, its #100 holding.
  • Sumitomo Life Insurance first reported a position in Interactive Brokers in Q3 2024 and has held it in 8 quarters since.
  • Sumitomo Life Insurance's Interactive Brokers position peaked at $4.02M in Q3 2025.
  • 1,117 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Sumitomo Life Insurance's 13F filing for Q2 2026, filed 12 Aug 2026.