Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Interactive Brokers IBKR Stock Holding History

Sumitomo Mitsui Trust 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 		$77M Sell
885,091
-50,289
-5% -$4.19M 0.04% 347
2026
Q1 		$62.7M Buy
935,380
+75,484
+9% +$5.39M 0.04% 377
2025
Q4 		$55.3M Sell
859,896
-10,313
-1% -$690K 0.03% 437
2025
Q3 		$59.9M Buy
870,209
+31,261
+4% +$1.97M 0.03% 425
2025
Q2 		$46.5M Sell
838,948
-1,320,932
-61% -$62.7M 0.03% 470
2025
Q1 		$89.4M Buy
2,159,880
+395,176
+22% +$19.6M 0.06% 300
2024
Q4 		$77.9M Sell
1,764,704
-635,712
-26% -$26.8M 0.05% 338
2024
Q3 		$83.6M Buy
+2,400,416
New +$74.3M 0.06% 325
2021
Q1 		– Sell
-4,610,052
Closed -$70.2M – 1162
2020
Q4 		$70.2M Sell
4,610,052
-44,012
-0.9% -$583K 0.05% 425
2020
Q3 		$56.2M Sell
4,654,064
-1,225,292
-21% -$15.3M 0.04% 461
2020
Q2 		$61.4M Buy
5,879,356
+3,024,580
+106% +$31.6M 0.04% 434
2020
Q1 		$30.8M Buy
2,854,776
+747,056
+35% +$9.03M 0.03% 560
2019
Q4 		$24.6M Sell
2,107,720
-1,894,432
-47% -$22.2M 0.02% 642
2019
Q3 		$53.8M Sell
4,002,152
-63,864
-2% -$794K 0.05% 421
2019
Q2 		$55.1M Buy
4,066,016
+394,612
+11% +$5.35M 0.05% 401
2019
Q1 		$47.6M Sell
3,671,404
-166,476
-4% -$2.19M 0.04% 440
2018
Q4 		$51.1M Sell
3,837,880
-1,434,560
-27% -$19.1M 0.06% 364
2018
Q3 		$72.9M Buy
5,272,440
+1,235,632
+31% +$18.7M 0.08% 274
2018
Q2 		$65M Buy
4,036,808
+361,480
+10% +$6.54M 0.08% 285
2018
Q1 		$61.8M Buy
3,675,328
+3,090,928
+529% +$51.2M 0.08% 278
2017
Q4 		$8.65M Buy
+584,400
New +$7.97M 0.01% 671

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 Mitsui Trust Group's IBKR Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group reduced its Interactive Brokers (IBKR) stake by 5.4% in Q2 2026, selling an estimated $4.19M and leaving 885,091 shares worth $77M. The position accounts for 0.04% of the portfolio, ranked #347.

Sumitomo Mitsui Trust Group first reported a position in IBKR in Q4 2017 and has held it in 21 quarters since. The position peaked at $89.4M in Q1 2025. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 885,091 shares of Interactive Brokers worth $77M as of Q2 2026.
  • Sumitomo Mitsui Trust Group sold 50,289 Interactive Brokers shares in Q2 2026, an estimated $4.19M.
  • Interactive Brokers made up 0.04% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #347 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Interactive Brokers in Q4 2017 and has held it in 21 quarters since.
  • Sumitomo Mitsui Trust Group's Interactive Brokers position peaked at $89.4M in Q1 2025.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.