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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
Q2 		$590K Sell
6,779
-259
-4% -$21.6K 0.42% 50
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
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

Synergy Financial Group's IBKR Position: Q2 2026 in Review

Synergy Financial Group reduced its Interactive Brokers (IBKR) stake by 3.7% in Q2 2026, selling an estimated $21.6K and leaving 6,779 shares worth $590K. The position accounts for 0.42% of the portfolio, ranked #50.

Synergy Financial Group first reported a position in IBKR in Q4 2021 and has held it in 18 quarters since. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Synergy Financial Group held 6,779 shares of Interactive Brokers worth $590K as of Q2 2026.
  • Synergy Financial Group sold 259 Interactive Brokers shares in Q2 2026, an estimated $21.6K.
  • Interactive Brokers made up 0.42% of Synergy Financial Group's portfolio in Q2 2026, its #50 holding.
  • Synergy Financial Group first reported a position in Interactive Brokers in Q4 2021 and has held it in 18 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.