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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
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

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

EPIQ Partners's IBIT Position: Q2 2026 in Review

EPIQ Partners increased its iShares Bitcoin Trust (IBIT) stake by 10% in Q2 2026, buying an estimated $450K and bringing the position to 119,164 shares worth $3.97M. The position accounts for 1.68% of the portfolio, ranked #19.

EPIQ Partners first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.82M in Q3 2025. 272 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • EPIQ Partners held 119,164 shares of iShares Bitcoin Trust worth $3.97M as of Q2 2026.
  • EPIQ Partners bought 11,073 iShares Bitcoin Trust shares in Q2 2026, an estimated $450K.
  • iShares Bitcoin Trust made up 1.68% of EPIQ Partners's portfolio in Q2 2026, its #19 holding.
  • EPIQ Partners first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • EPIQ Partners's iShares Bitcoin Trust position peaked at $6.82M in Q3 2025.
  • 272 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on EPIQ Partners's 13F filing for Q2 2026, filed 7 Jul 2026.