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Capital Advisors Ltd’s iShares Bitcoin Trust IBIT Stock Holding History

Capital Advisors Ltd’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 		$10.3M Buy
309,856
+96,400
+45% +$3.92M 1.04% 23
2026
Q1 		$8.2M Buy
+213,456
New +$9.24M 0.93% 25

Other funds holding IBIT

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

Capital Advisors Ltd's IBIT Position: Q2 2026 in Review

Capital Advisors Ltd increased its iShares Bitcoin Trust (IBIT) stake by 45% in Q2 2026, buying an estimated $3.92M and bringing the position to 309,856 shares worth $10.3M. The position accounts for 1.04% of the portfolio, ranked #23.

Capital Advisors Ltd first reported a position in IBIT in Q1 2026 and has held it in 2 quarters since. 244 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Capital Advisors Ltd held 309,856 shares of iShares Bitcoin Trust worth $10.3M as of Q2 2026.
  • Capital Advisors Ltd bought 96,400 iShares Bitcoin Trust shares in Q2 2026, an estimated $3.92M.
  • iShares Bitcoin Trust made up 1.04% of Capital Advisors Ltd's portfolio in Q2 2026, its #23 holding.
  • Capital Advisors Ltd first reported a position in iShares Bitcoin Trust in Q1 2026 and has held it in 2 quarters since.
  • 244 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.