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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
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

Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
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
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
PPA
Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RSC
Rising Stella Capital Singapore $249M AUM

Holcombe Financial's IBIT Position: Q2 2026 in Review

Holcombe Financial sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 5,290 shares — an estimated $203K sold.

Holcombe Financial first reported a position in IBIT in Q3 2025 and held it in 3 quarters. The position peaked at $344K in Q3 2025. 816 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Holcombe Financial reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Holcombe Financial sold 5,290 iShares Bitcoin Trust shares in Q2 2026, an estimated $203K.
  • Holcombe Financial first reported a position in iShares Bitcoin Trust in Q3 2025 and held it in 3 quarters.
  • Holcombe Financial's iShares Bitcoin Trust position peaked at $344K in Q3 2025.
  • 816 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Holcombe Financial's 13F filing for Q2 2026, filed 13 Jul 2026.