EPIQ Partners’s iShares Bitcoin Trust IBIT Stock Holding History

EPIQ Partners’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 Q3	$5.62M	Sell	118,767 -397	-0.3%	-$16K	2.42%	12
2026 Q2	$3.97M	Buy	119,164 +11,073	+10%	+$450K	1.68%	19
2026 Q1	$4.15M	Buy	108,091 +86	+0.1%	+$3.72K	1.94%	15
2025 Q4	$5.36M	Buy	108,005 +3,014	+3%	+$171K	2.5%	14
2025 Q3	$6.82M	Buy	104,991 +719	+0.7%	+$46.8K	3.23%	8
2025 Q2	$6.38M	Sell	104,272 -33	-0%	-$1.85K	3.25%	9
2025 Q1	$4.88M	Buy	104,305 +2,100	+2%	+$111K	2.58%	12
2024 Q4	$5.42M	Sell	102,205 -12,522	-11%	-$591K	2.93%	12
2024 Q3	$4.15M	Buy	114,727 +9,425	+9%	+$327K	2.3%	13
2024 Q2	$3.6M	Buy	105,302 +1,340	+1%	+$50K	2.43%	14
2024 Q1	$4.21M	Buy	+103,962	New	+$3.24M	2.8%	10

Other funds holding IBIT

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BWM

BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return

PWM

Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return

SJBenen ADVISORY Chapel Hill, North Carolina $165M AUM 0.36% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

EPIQ Partners's IBIT Position: Q3 2026 in Review

EPIQ Partners reduced its iShares Bitcoin Trust (IBIT) stake by 0.33% in Q3 2026, selling an estimated $16K and leaving 118,767 shares worth $5.62M. The position accounts for 2.42% of the portfolio, ranked #12.

EPIQ Partners first reported a position in IBIT in Q1 2024 and has held it in 11 quarters since. The position peaked at $6.82M in Q3 2025. 372 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

EPIQ Partners held 118,767 shares of iShares Bitcoin Trust worth $5.62M as of Q3 2026.
EPIQ Partners sold 397 iShares Bitcoin Trust shares in Q3 2026, an estimated $16K.
iShares Bitcoin Trust made up 2.42% of EPIQ Partners's portfolio in Q3 2026, its #12 holding.
EPIQ Partners first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
EPIQ Partners's iShares Bitcoin Trust position peaked at $6.82M in Q3 2025.
372 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on EPIQ Partners's 13F filing for Q3 2026, filed 7 Oct 2026.