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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
Q2 		$1.3M Buy
14,889
+666
+5% +$55.4K 0.01% 759
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 $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

Summit Financial's IBKR Position: Q2 2026 in Review

Summit Financial increased its Interactive Brokers (IBKR) stake by 4.7% in Q2 2026, buying an estimated $55.4K and bringing the position to 14,889 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #759.

Summit Financial first reported a position in IBKR in Q4 2024 and has held it in 7 quarters since. 1,117 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Summit Financial held 14,889 shares of Interactive Brokers worth $1.3M as of Q2 2026.
  • Summit Financial bought 666 Interactive Brokers shares in Q2 2026, an estimated $55.4K.
  • Interactive Brokers made up 0.01% of Summit Financial's portfolio in Q2 2026, its #759 holding.
  • Summit Financial first reported a position in Interactive Brokers in Q4 2024 and has held it in 7 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.