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EP Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

EP Wealth Advisors’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 		$5.6M Buy
168,222
+70,527
+72% +$2.87M 0.02% 364
2026
Q1 		$3.75M Buy
97,695
+2,268
+2% +$98.2K 0.02% 360
2025
Q4 		$4.74M Buy
+95,427
New +$5.42M 0.02% 291
2025
Q2 		$3.33M Buy
54,355
+7,690
+16% +$431K 0.02% 322
2025
Q1 		$2.18M Buy
46,665
+6,405
+16% +$339K 0.02% 354
2024
Q4 		$2.14M Buy
40,260
+21,868
+119% +$1.03M 0.02% 347
2024
Q3 		$664K Buy
18,392
+7,606
+71% +$264K 0.01% 605
2024
Q2 		$368K Buy
10,786
+2,319
+27% +$86.6K ﹤0.01% 603
2024
Q1 		$343K Buy
+8,467
New +$264K ﹤0.01% 593

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

EP Wealth Advisors's IBIT Position: Q2 2026 in Review

EP Wealth Advisors increased its iShares Bitcoin Trust (IBIT) stake by 72% in Q2 2026, buying an estimated $2.87M and bringing the position to 168,222 shares worth $5.6M. The position accounts for 0.02% of the portfolio, ranked #364.

EP Wealth Advisors first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. 1,466 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • EP Wealth Advisors held 168,222 shares of iShares Bitcoin Trust worth $5.6M as of Q2 2026.
  • EP Wealth Advisors bought 70,527 iShares Bitcoin Trust shares in Q2 2026, an estimated $2.87M.
  • iShares Bitcoin Trust made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #364 holding.
  • EP Wealth Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • 1,466 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.