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
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 $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 Mitsui Trust Group's IBKR Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group increased its Interactive Brokers (IBKR) stake by 8.8% in Q1 2026, buying an estimated $5.39M and bringing the position to 935,380 shares worth $62.7M. The position accounts for 0.04% of the portfolio, ranked #377.

Sumitomo Mitsui Trust Group first reported a position in IBKR in Q4 2017 and has held it in 20 quarters since. The position peaked at $89.4M in Q1 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 935,380 shares of Interactive Brokers worth $62.7M as of Q1 2026.
  • Sumitomo Mitsui Trust Group bought 75,484 Interactive Brokers shares in Q1 2026, an estimated $5.39M.
  • Interactive Brokers made up 0.04% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #377 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Interactive Brokers in Q4 2017 and has held it in 20 quarters since.
  • Sumitomo Mitsui Trust Group's Interactive Brokers position peaked at $89.4M in Q1 2025.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.