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SummitTX Capital’s Interactive Brokers IBKR Stock Holding History

SummitTX Capital’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 		$5.92M Buy
67,995
+1,464
+2% +$122K 0.15% 161
2026
Q1 		$4.46M Buy
66,531
+60,439
+992% +$4.31M 0.14% 171
2025
Q4 		$392K Buy
+6,092
New +$408K 0.01% 565
2025
Q3 		– Sell
-23,485
Closed -$1.3M – 855
2025
Q2 		$1.3M Buy
+23,485
New +$1.11M 0.06% 319

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

SummitTX Capital's IBKR Position: Q2 2026 in Review

SummitTX Capital increased its Interactive Brokers (IBKR) stake by 2.2% in Q2 2026, buying an estimated $122K and bringing the position to 67,995 shares worth $5.92M. The position accounts for 0.15% of the portfolio, ranked #161.

SummitTX Capital first reported a position in IBKR in Q2 2025 and has held it in 4 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • SummitTX Capital held 67,995 shares of Interactive Brokers worth $5.92M as of Q2 2026.
  • SummitTX Capital bought 1,464 Interactive Brokers shares in Q2 2026, an estimated $122K.
  • Interactive Brokers made up 0.15% of SummitTX Capital's portfolio in Q2 2026, its #161 holding.
  • SummitTX Capital first reported a position in Interactive Brokers in Q2 2025 and has held it in 4 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.