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Burnham & Co LLC’s iShares Bitcoin Trust IBIT Stock Holding History

Burnham & Co LLC’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49.9K Buy
+1,500
New +$61K 0.04% 117

Other funds holding IBIT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $715M AUM
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
L
Laurore Hong Kong $161M AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
SG
SCHF (GPE) Wilson, Wyoming $2.48B AUM 8.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Burnham & Co LLC's IBIT Position: Q2 2026 in Review

Burnham & Co LLC opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 1,500 shares worth $49.9K. The stake represents 0.04% of the portfolio and ranks #117 among its holdings.

1,261 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Burnham & Co LLC held 1,500 shares of iShares Bitcoin Trust worth $49.9K as of Q2 2026.
  • iShares Bitcoin Trust was a new Burnham & Co LLC position in Q2 2026.
  • iShares Bitcoin Trust made up 0.04% of Burnham & Co LLC's portfolio in Q2 2026, its #117 holding.
  • 1,261 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Burnham & Co LLC's 13F filing for Q2 2026, filed 11 Aug 2026.