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First City Capital Management’s iShares Bitcoin Trust IBIT Stock Holding History

First City Capital Management’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 		$334K Buy
10,031
+4,300
+75% +$175K 0.16% 131
2026
Q1 		$220K Buy
5,731
+900
+19% +$39K 0.12% 152
2025
Q4 		$240K Sell
4,831
-1,045
-18% -$59.4K 0.13% 146
2025
Q3 		$382K Buy
+5,876
New +$382K 0.21% 121

Other funds holding IBIT

MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
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

First City Capital Management's IBIT Position: Q2 2026 in Review

First City Capital Management increased its iShares Bitcoin Trust (IBIT) stake by 75% in Q2 2026, buying an estimated $175K and bringing the position to 10,031 shares worth $334K. The position accounts for 0.16% of the portfolio, ranked #131.

First City Capital Management first reported a position in IBIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $382K in Q3 2025. 467 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • First City Capital Management held 10,031 shares of iShares Bitcoin Trust worth $334K as of Q2 2026.
  • First City Capital Management bought 4,300 iShares Bitcoin Trust shares in Q2 2026, an estimated $175K.
  • iShares Bitcoin Trust made up 0.16% of First City Capital Management's portfolio in Q2 2026, its #131 holding.
  • First City Capital Management first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • First City Capital Management's iShares Bitcoin Trust position peaked at $382K in Q3 2025.
  • 467 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on First City Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.