Baring Financial’s iShares Bitcoin Trust IBIT Stock Holding History

Baring Financial’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 Q3	$2.68M	Sell	56,591 -3,181	-5%	-$128K	1.43%	23
2026 Q2	$1.99M	Buy	59,772 +3,156	+6%	+$128K	1.1%	24
2026 Q1	$2.18M	Sell	56,616 -2,210	-4%	-$95.7K	1.33%	24
2025 Q4	$2.92M	Sell	58,826 -2,298	-4%	-$131K	1.78%	22
2025 Q3	$3.97M	Buy	61,124 +7,858	+15%	+$511K	2.71%	18
2025 Q2	$3.26M	Buy	53,266 +13,166	+33%	+$738K	2.43%	18
2025 Q1	$1.88M	Buy	40,100 +17,310	+76%	+$916K	1.58%	24
2024 Q4	$1.21M	Buy	+22,790	New	+$1.08M	1.08%	32

Other funds holding IBIT

Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return

Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Baring Financial's IBIT Position: Q3 2026 in Review

Baring Financial reduced its iShares Bitcoin Trust (IBIT) stake by 5.3% in Q3 2026, selling an estimated $128K and leaving 56,591 shares worth $2.68M. The position accounts for 1.43% of the portfolio, ranked #23.

Baring Financial first reported a position in IBIT in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.97M in Q3 2025. 717 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Baring Financial held 56,591 shares of iShares Bitcoin Trust worth $2.68M as of Q3 2026.
Baring Financial sold 3,181 iShares Bitcoin Trust shares in Q3 2026, an estimated $128K.
iShares Bitcoin Trust made up 1.43% of Baring Financial's portfolio in Q3 2026, its #23 holding.
Baring Financial first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 8 quarters since.
Baring Financial's iShares Bitcoin Trust position peaked at $3.97M in Q3 2025.
717 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Baring Financial's 13F filing for Q3 2026, filed 7 Oct 2026.