CF
IBIT icon

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
Q2 		$4.88M Buy
146,531
+76,025
+108% +$3.09M 0.39% 50
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

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

Convergence Financial's IBIT Position: Q2 2026 in Review

Convergence Financial increased its iShares Bitcoin Trust (IBIT) stake by 108% in Q2 2026, buying an estimated $3.09M and bringing the position to 146,531 shares worth $4.88M. The position accounts for 0.39% of the portfolio, ranked #50.

Convergence Financial first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Convergence Financial held 146,531 shares of iShares Bitcoin Trust worth $4.88M as of Q2 2026.
  • Convergence Financial bought 76,025 iShares Bitcoin Trust shares in Q2 2026, an estimated $3.09M.
  • iShares Bitcoin Trust made up 0.39% of Convergence Financial's portfolio in Q2 2026, its #50 holding.
  • Convergence Financial first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.