Friday Financial’s iShares Bitcoin Trust IBIT Stock Holding History

Friday Financial’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	$2M	Sell	41,674 -5,960	-13%	-$240K	0.4%	40
2026 Q2	$1.72M	Buy	47,634 +1,346	+3%	+$54.8K	0.46%	33
2026 Q1	$1.78M	Buy	46,288 +274	+0.6%	+$11.9K	0.61%	25
2025 Q4	$2.28M	Buy	46,014 +28,652	+165%	+$1.63M	0.81%	24
2025 Q3	$1.13M	Buy	17,362 +1,459	+9%	+$94.9K	0.47%	33
2025 Q2	$973K	Buy	15,903 +1,514	+11%	+$84.8K	0.5%	33
2025 Q1	$711K	Buy	14,389 +2,990	+26%	+$158K	0.43%	35
2024 Q4	$605K	Buy	+11,399	New	+$538K	0.42%	38

Other funds holding IBIT

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

Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return

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

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

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

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

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

Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return

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

Friday Financial's IBIT Position: Q3 2026 in Review

Friday Financial reduced its iShares Bitcoin Trust (IBIT) stake by 13% in Q3 2026, selling an estimated $240K and leaving 41,674 shares worth $2M. The position accounts for 0.4% of the portfolio, ranked #40.

Friday Financial first reported a position in IBIT in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.28M in Q4 2025. 507 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Friday Financial held 41,674 shares of iShares Bitcoin Trust worth $2M as of Q3 2026.
Friday Financial sold 5,960 iShares Bitcoin Trust shares in Q3 2026, an estimated $240K.
iShares Bitcoin Trust made up 0.4% of Friday Financial's portfolio in Q3 2026, its #40 holding.
Friday Financial first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 8 quarters since.
Friday Financial's iShares Bitcoin Trust position peaked at $2.28M in Q4 2025.
507 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Friday Financial's 13F filing for Q3 2026, filed 9 Oct 2026.