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Summit Financial’s Interactive Brokers IBKR Stock Holding History

Summit Financial’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 		$954K Sell
14,223
-286
-2% -$20.4K 0.01% 790
2025
Q4 		$933K Buy
14,509
+6,632
+84% +$444K 0.01% 695
2025
Q3 		$542K Buy
7,877
+1,099
+16% +$69.1K 0.01% 863
2025
Q2 		$376K Buy
6,778
+438
+7% +$20.8K 0.01% 630
2025
Q1 		$262K Buy
6,340
+524
+9% +$26K 0.01% 639
2024
Q4 		$257K Buy
+5,816
New +$245K 0.01% 569

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

Summit Financial's IBKR Position: Q1 2026 in Review

Summit Financial reduced its Interactive Brokers (IBKR) stake by 2% in Q1 2026, selling an estimated $20.4K and leaving 14,223 shares worth $954K. The position accounts for 0.01% of the portfolio, ranked #790.

Summit Financial first reported a position in IBKR in Q4 2024 and has held it in 6 quarters since. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Summit Financial held 14,223 shares of Interactive Brokers worth $954K as of Q1 2026.
  • Summit Financial sold 286 Interactive Brokers shares in Q1 2026, an estimated $20.4K.
  • Interactive Brokers made up 0.01% of Summit Financial's portfolio in Q1 2026, its #790 holding.
  • Summit Financial first reported a position in Interactive Brokers in Q4 2024 and has held it in 6 quarters since.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.