Sumitomo Mitsui DS Asset Management’s Interactive Brokers IBKR Stock Holding History

Sumitomo Mitsui DS 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	$18.5M	Sell	212,287 -69,020	-25%	-$5.74M	0.13%	141
2026 Q1	$18.9M	Sell	281,307 -41,873	-13%	-$2.99M	0.15%	129
2025 Q4	$20.8M	Sell	323,180 -482	-0.1%	-$32.3K	0.16%	116
2025 Q3	$22.3M	Buy	323,662 +101,136	+45%	+$6.36M	0.18%	103
2025 Q2	$12.3M	Sell	222,526 -3,062	-1%	-$145K	0.11%	163
2025 Q1	$9.34M	Buy	225,588 +53,040	+31%	+$2.63M	0.1%	178
2024 Q4	$7.62M	Buy	172,548 +71,488	+71%	+$3.01M	0.08%	210
2024 Q3	$3.52M	Buy	+101,060	New	+$3.13M	0.04%	354

Other funds holding IBKR

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CCP

Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's IBKR Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management reduced its Interactive Brokers (IBKR) stake by 25% in Q2 2026, selling an estimated $5.74M and leaving 212,287 shares worth $18.5M. The position accounts for 0.13% of the portfolio, ranked #141.

Sumitomo Mitsui DS Asset Management first reported a position in IBKR in Q3 2024 and has held it in 8 quarters since. The position peaked at $22.3M in Q3 2025. 240 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Sumitomo Mitsui DS Asset Management held 212,287 shares of Interactive Brokers worth $18.5M as of Q2 2026.
Sumitomo Mitsui DS Asset Management sold 69,020 Interactive Brokers shares in Q2 2026, an estimated $5.74M.
Interactive Brokers made up 0.13% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #141 holding.
Sumitomo Mitsui DS Asset Management first reported a position in Interactive Brokers in Q3 2024 and has held it in 8 quarters since.
Sumitomo Mitsui DS Asset Management's Interactive Brokers position peaked at $22.3M in Q3 2025.
240 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.