Summit Securities Group’s Interactive Brokers IBKR Stock Holding History

Summit Securities 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	$93.7K	Buy	1,077 +1,004	+1,375%	+$83.6K	0.01%	415
2026 Q1	$4.9K	Sell	73 -589	-89%	-$42K	﹤0.01%	801
2025 Q4	$42.6K	Sell	662 -106	-14%	-$7.1K	0.01%	648
2025 Q3	$52.8K	Buy	+768	New	+$48.3K	0.01%	552
2022 Q2	–	Sell	-120	Closed	-$2K	–	1077
2022 Q1	$2K	Buy	+120	New	+$2.07K	﹤0.01%	1041
2016 Q3	–	Sell	-29,864	Closed	-$264K	–	215
2016 Q2	$264K	Buy	+29,864	New	+$285K	0.14%	154
2015 Q1	–	Sell	-49,200	Closed	-$359K	–	506
2014 Q4	$359K	Buy	+49,200	New	+$329K	0.1%	137
2014 Q1	–	Sell	-1,200	Closed	-$7K	–	488
2013 Q4	$7K	Buy	+1,200	New	+$6.71K	﹤0.01%	366

Other funds holding IBKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Summit Securities Group's IBKR Position: Q2 2026 in Review

Summit Securities Group increased its Interactive Brokers (IBKR) stake by 1,375% in Q2 2026, buying an estimated $83.6K and bringing the position to 1,077 shares worth $93.7K. The position accounts for 0.01% of the portfolio, ranked #415.

Summit Securities Group first reported a position in IBKR in Q4 2013 and has held it in 8 quarters since. The position peaked at $359K in Q4 2014. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Summit Securities Group held 1,077 shares of Interactive Brokers worth $93.7K as of Q2 2026.
Summit Securities Group bought 1,004 Interactive Brokers shares in Q2 2026, an estimated $83.6K.
Interactive Brokers made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #415 holding.
Summit Securities Group first reported a position in Interactive Brokers in Q4 2013 and has held it in 8 quarters since.
Summit Securities Group's Interactive Brokers position peaked at $359K in Q4 2014.
1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.