Synergy Financial Group’s Interactive Brokers IBKR Stock Holding History

Synergy Financial 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	$472K	Sell	7,038 -374	-5%	-$26.7K	0.35%	61
2025 Q4	$477K	Sell	7,412 -593	-7%	-$39.7K	0.33%	55
2025 Q3	$551K	Sell	8,005 -171	-2%	-$10.8K	0.37%	53
2025 Q2	$453K	Sell	8,176 -1,864	-19%	-$88.4K	0.33%	54
2025 Q1	$416K	Sell	10,040 -712	-7%	-$35.3K	0.37%	56
2024 Q4	$475K	Buy	10,752 +40	+0.4%	+$1.68K	0.4%	49
2024 Q3	$373K	Hold	10,712	–	–	0.35%	50
2024 Q2	$328K	Hold	10,712	–	–	0.34%	56
2024 Q1	$299K	Sell	10,712 -1,292	-11%	-$32.2K	0.34%	61
2023 Q4	$249K	Sell	12,004 -500	-4%	-$10.2K	0.3%	72
2023 Q3	$271K	Hold	12,504	–	–	0.38%	60
2023 Q2	$260K	Sell	12,504 -168	-1%	-$3.31K	0.35%	66
2023 Q1	$262K	Sell	12,672 -532	-4%	-$10.8K	0.43%	60
2022 Q4	$239K	Sell	13,204 -496	-4%	-$9.26K	0.47%	61
2022 Q3	$219K	Buy	+13,700	New	+$211K	0.33%	81
2022 Q2	–	Sell	-14,372	Closed	-$237K	–	88
2022 Q1	$237K	Sell	14,372 -572	-4%	-$9.85K	0.25%	88
2021 Q4	$297K	Buy	+14,944	New	+$278K	0.27%	84

Other funds holding IBKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Synergy Financial Group's IBKR Position: Q1 2026 in Review

Synergy Financial Group reduced its Interactive Brokers (IBKR) stake by 5% in Q1 2026, selling an estimated $26.7K and leaving 7,038 shares worth $472K. The position accounts for 0.35% of the portfolio, ranked #61.

Synergy Financial Group first reported a position in IBKR in Q4 2021 and has held it in 17 quarters since. The position peaked at $551K in Q3 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

Synergy Financial Group held 7,038 shares of Interactive Brokers worth $472K as of Q1 2026.
Synergy Financial Group sold 374 Interactive Brokers shares in Q1 2026, an estimated $26.7K.
Interactive Brokers made up 0.35% of Synergy Financial Group's portfolio in Q1 2026, its #61 holding.
Synergy Financial Group first reported a position in Interactive Brokers in Q4 2021 and has held it in 17 quarters since.
Synergy Financial Group's Interactive Brokers position peaked at $551K in Q3 2025.
993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.