Jefferies Financial Group’s iShares Bitcoin Trust IBIT Stock Holding History

Jefferies Financial Group’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	$872K	Sell	26,196 -11,791	-31%	-$480K	0.01%	1029
2026 Q1	$1.46M	Buy	37,987 +4,606	+14%	+$199K	0.01%	770
2025 Q4	$1.66M	Sell	33,381 -68,457	-67%	-$3.89M	0.01%	884
2025 Q3	$6.62M	Buy	101,838 +58,057	+133%	+$3.78M	0.03%	303
2025 Q2	$2.68M	Buy	43,781 +27,912	+176%	+$1.56M	0.02%	452
2025 Q1	$743K	Sell	15,869 -1,599,862	-99%	-$84.7M	0.01%	920
2024 Q4	$85.7M	Buy	1,615,731 +1,599,554	+9,888%	+$75.5M	0.51%	32
2024 Q3	$584K	Sell	16,177 -438,770	-96%	-$15.2M	﹤0.01%	943
2024 Q2	$15.5M	Buy	+454,947	New	+$17M	0.17%	101

Other funds holding IBIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MIC

Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Jefferies Financial Group's IBIT Position: Q2 2026 in Review

Jefferies Financial Group reduced its iShares Bitcoin Trust (IBIT) stake by 31% in Q2 2026, selling an estimated $480K and leaving 26,196 shares worth $872K. The position accounts for 0.01% of the portfolio, ranked #1029.

Jefferies Financial Group first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $85.7M in Q4 2024. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Jefferies Financial Group held 26,196 shares of iShares Bitcoin Trust worth $872K as of Q2 2026.
Jefferies Financial Group sold 11,791 iShares Bitcoin Trust shares in Q2 2026, an estimated $480K.
iShares Bitcoin Trust made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1029 holding.
Jefferies Financial Group first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
Jefferies Financial Group's iShares Bitcoin Trust position peaked at $85.7M in Q4 2024.
1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.