FFA
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Farther Finance Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Farther Finance 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
Q3 		$9.87M Buy
208,543
+11,798
+6% +$476K 0.07% 256
2026
Q2 		$6.55M Buy
196,745
+4,962
+3% +$202K 0.05% 324
2026
Q1 		$7.41M Buy
191,783
+6,612
+4% +$286K 0.07% 252
2025
Q4 		$9.19M Buy
185,171
+26,311
+17% +$1.49M 0.1% 180
2025
Q3 		$10.3M Buy
158,860
+20,465
+15% +$1.33M 0.16% 116
2025
Q2 		$8.47M Buy
138,395
+42,378
+44% +$2.37M 0.17% 112
2025
Q1 		$4.64M Buy
96,017
+44,241
+85% +$2.34M 0.12% 164
2024
Q4 		$2.75M Buy
51,776
+22,790
+79% +$1.08M 0.1% 167
2024
Q3 		$1.05M Buy
28,986
+7,220
+33% +$251K 0.04% 336
2024
Q2 		$784K Buy
21,766
+9,838
+82% +$367K 0.04% 357
2024
Q1 		$474K Buy
+11,928
New +$372K 0.03% 407

Other funds holding IBIT

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Farther Finance Advisors's IBIT Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares Bitcoin Trust (IBIT) stake by 6% in Q3 2026, buying an estimated $476K and bringing the position to 208,543 shares worth $9.87M. The position accounts for 0.07% of the portfolio, ranked #256.

Farther Finance Advisors first reported a position in IBIT in Q1 2024 and has held it in 11 quarters since. The position peaked at $10.3M in Q3 2025. 76 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Farther Finance Advisors held 208,543 shares of iShares Bitcoin Trust worth $9.87M as of Q3 2026.
  • Farther Finance Advisors bought 11,798 iShares Bitcoin Trust shares in Q3 2026, an estimated $476K.
  • iShares Bitcoin Trust made up 0.07% of Farther Finance Advisors's portfolio in Q3 2026, its #256 holding.
  • Farther Finance Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
  • Farther Finance Advisors's iShares Bitcoin Trust position peaked at $10.3M in Q3 2025.
  • 76 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.