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Convergence Financial’s iShares Bitcoin Trust IBIT Stock Holding History

Convergence 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
Q1 		$2.71M Buy
70,506
+6,929
+11% +$300K 0.29% 56
2025
Q4 		$3.16M Buy
63,577
+12,262
+24% +$697K 0.46% 41
2025
Q3 		$3.34M Buy
51,315
+3,787
+8% +$246K 0.5% 39
2025
Q2 		$2.91M Buy
47,528
+33,541
+240% +$1.88M 0.5% 40
2025
Q1 		$655K Buy
13,987
+7,359
+111% +$390K 0.13% 88
2024
Q4 		$352K Buy
+6,628
New +$313K 0.07% 113

Other funds holding IBIT

BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $975M AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GD
Galaxy Digital New York $1.16B AUM

Convergence Financial's IBIT Position: Q1 2026 in Review

Convergence Financial increased its iShares Bitcoin Trust (IBIT) stake by 11% in Q1 2026, buying an estimated $300K and bringing the position to 70,506 shares worth $2.71M. The position accounts for 0.29% of the portfolio, ranked #56.

Convergence Financial first reported a position in IBIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.34M in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Convergence Financial held 70,506 shares of iShares Bitcoin Trust worth $2.71M as of Q1 2026.
  • Convergence Financial bought 6,929 iShares Bitcoin Trust shares in Q1 2026, an estimated $300K.
  • iShares Bitcoin Trust made up 0.29% of Convergence Financial's portfolio in Q1 2026, its #56 holding.
  • Convergence Financial first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
  • Convergence Financial's iShares Bitcoin Trust position peaked at $3.34M in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.