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Becker Capital Management’s iShares Bitcoin Trust IBIT Stock Holding History

Becker Capital Management’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 		$698K Buy
20,955
+365
+2% +$14.8K 0.02% 203
2026
Q1 		$791K Hold
20,590
– – 0.02% 189
2025
Q4 		$1.02M Hold
20,590
– – 0.03% 184
2025
Q3 		$1.34M Buy
+20,590
New +$1.34M 0.04% 158

Other funds holding IBIT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
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
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Becker Capital Management's IBIT Position: Q2 2026 in Review

Becker Capital Management increased its iShares Bitcoin Trust (IBIT) stake by 1.8% in Q2 2026, buying an estimated $14.8K and bringing the position to 20,955 shares worth $698K. The position accounts for 0.02% of the portfolio, ranked #203.

Becker Capital Management first reported a position in IBIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.34M in Q3 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Becker Capital Management held 20,955 shares of iShares Bitcoin Trust worth $698K as of Q2 2026.
  • Becker Capital Management bought 365 iShares Bitcoin Trust shares in Q2 2026, an estimated $14.8K.
  • iShares Bitcoin Trust made up 0.02% of Becker Capital Management's portfolio in Q2 2026, its #203 holding.
  • Becker Capital Management first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • Becker Capital Management's iShares Bitcoin Trust position peaked at $1.34M in Q3 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Becker Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.