SSG
IBKR icon

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
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 0.02% 552
2022
Q2 		– Sell
-120
Closed -$2K – 1107
2022
Q1 		$2K Buy
+120
New +$2.07K ﹤0.01% 1041
2016
Q3 		– Sell
-29,864
Closed -$264K – 222
2016
Q2 		$264K Buy
+29,864
New +$285K 0.14% 154
2015
Q1 		– Sell
-49,200
Closed -$359K – 510
2014
Q4 		$359K Buy
+49,200
New +$329K 0.11% 137
2014
Q1 		– Sell
-1,200
Closed -$7K – 490
2013
Q4 		$7K Buy
+1,200
New +$6.71K ﹤0.01% 366

Other funds holding IBKR

BlackRock
BlackRock New York $5.7T 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