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Summit Wealth Group (Colorado)’s Interactive Brokers IBKR Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-8,436
Closed -$300K – 431
2025
Q3 		$300K Buy
+8,436
New +$531K 0.03% 355

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Summit Wealth Group (Colorado)'s IBKR Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Interactive Brokers (IBKR) in Q4 2025, closing a stake of 8,436 shares — an estimated $300K sold.

Summit Wealth Group (Colorado) first reported a position in IBKR in Q3 2025 and held it in 1 quarter. The position peaked at $300K in Q3 2025. 978 funds tracked by Wall St. Rank hold IBKR as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Interactive Brokers position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 8,436 Interactive Brokers shares in Q4 2025, an estimated $300K.
  • Summit Wealth Group (Colorado) first reported a position in Interactive Brokers in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Interactive Brokers position peaked at $300K in Q3 2025.
  • 978 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.