Encompass Wealth Advisors
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Encompass Wealth Advisors’s Iris Energy IREN Stock Holding History

Encompass Wealth Advisors’s Portfolio IREN Stock Details IREN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$540K Buy
13,220
+6,360
+93% +$261K 0.08% 101
2026
Q2 		$314K Sell
6,860
-331
-5% -$17.2K 0.1% 85
2026
Q1 		$247K Sell
7,191
-750
-9% -$33.9K 0.09% 90
2025
Q4 		$300K Buy
+7,941
New +$410K 0.1% 85

Other funds holding IREN

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Encompass Wealth Advisors's IREN Position: Q3 2026 in Review

Encompass Wealth Advisors increased its Iris Energy (IREN) stake by 93% in Q3 2026, buying an estimated $261K and bringing the position to 13,220 shares worth $540K. The position accounts for 0.08% of the portfolio, ranked #101.

Encompass Wealth Advisors first reported a position in IREN in Q4 2025 and has held it in 4 quarters since. 334 funds tracked by Wall St. Rank hold IREN as of Q3 2026.

  • Encompass Wealth Advisors held 13,220 shares of Iris Energy worth $540K as of Q3 2026.
  • Encompass Wealth Advisors bought 6,360 Iris Energy shares in Q3 2026, an estimated $261K.
  • Iris Energy made up 0.08% of Encompass Wealth Advisors's portfolio in Q3 2026, its #101 holding.
  • Encompass Wealth Advisors first reported a position in Iris Energy in Q4 2025 and has held it in 4 quarters since.
  • 334 funds tracked by Wall St. Rank held Iris Energy as of Q3 2026.

Based on Encompass Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.