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Excelsior Advisor Network’s Iris Energy IREN Stock Holding History

Excelsior Advisor Network’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
Q2 		$337K Buy
7,360
+1,285
+21% +$66.8K 0.04% 340
2026
Q1 		$208K Buy
+6,075
New +$274K 0.08% 211

Other funds holding IREN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Excelsior Advisor Network's IREN Position: Q2 2026 in Review

Excelsior Advisor Network increased its Iris Energy (IREN) stake by 21% in Q2 2026, buying an estimated $66.8K and bringing the position to 7,360 shares worth $337K. The position accounts for 0.04% of the portfolio, ranked #340.

Excelsior Advisor Network first reported a position in IREN in Q1 2026 and has held it in 2 quarters since. 676 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • Excelsior Advisor Network held 7,360 shares of Iris Energy worth $337K as of Q2 2026.
  • Excelsior Advisor Network bought 1,285 Iris Energy shares in Q2 2026, an estimated $66.8K.
  • Iris Energy made up 0.04% of Excelsior Advisor Network's portfolio in Q2 2026, its #340 holding.
  • Excelsior Advisor Network first reported a position in Iris Energy in Q1 2026 and has held it in 2 quarters since.
  • 676 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.