Holcombe Financial
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Holcombe Financial’s iShares Bitcoin Trust IBIT Stock Holding History

Holcombe 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 		$250K Buy
+5,290
New +$213K 0.14% 51
2026
Q2 		– Sell
-5,290
Closed -$203K – 54
2026
Q1 		$203K Sell
5,290
-100
-2% -$4.33K 0.12% 48
2025
Q4 		$268K Buy
5,390
+100
+2% +$5.68K 0.17% 43
2025
Q3 		$344K Buy
+5,290
New +$344K 0.24% 33

Other funds holding IBIT

NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Mariner Investment Group
Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return
Pilgrim Partners Asia
Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Garda Capital Partners
Garda Capital Partners Wayzata, Minnesota $127M AUM 27.14% 1-Year Est. Return
Acorn Financial Advisory Services
Acorn Financial Advisory Services Reston, Virginia $798M AUM 33.33% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
AO
Allen Operations New York $968M AUM 12.84% 1-Year Est. Return
Oxler Private Wealth
Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return

Holcombe Financial's IBIT Position: Q3 2026 in Review

Holcombe Financial opened a new position in iShares Bitcoin Trust (IBIT) in Q3 2026: 5,290 shares worth $250K. The stake represents 0.14% of the portfolio and ranks #51 among its holdings. This is a return to the name: Holcombe Financial previously reported a position in IBIT as recently as Q1 2026.

Holcombe Financial first reported a position in IBIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $344K in Q3 2025. 906 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Holcombe Financial held 5,290 shares of iShares Bitcoin Trust worth $250K as of Q3 2026.
  • iShares Bitcoin Trust was a new Holcombe Financial position in Q3 2026.
  • iShares Bitcoin Trust made up 0.14% of Holcombe Financial's portfolio in Q3 2026, its #51 holding.
  • Holcombe Financial first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • Holcombe Financial's iShares Bitcoin Trust position peaked at $344K in Q3 2025.
  • 906 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Holcombe Financial's 13F filing for Q3 2026, filed 16 Oct 2026.