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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
Q1 		$6.58M Sell
171,300
-68,800
-29% -$2.98M 0.05% 286
2025
Q4 		$11.9M Sell
240,100
-173,900
-42% -$9.88M 0.06% 280
2025
Q3 		$26.9M Buy
414,000
+214,400
+107% +$13.9M 0.13% 116
2025
Q2 		$12.2M Sell
199,600
-9,400
-4% -$527K 0.1% 138
2025
Q1 		$9.78M Buy
209,000
+174,000
+497% +$9.21M 0.09% 158
2024
Q4 		$1.86M Buy
+35,000
New +$1.65M 0.01% 692

Other funds holding IBIT

BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $975M AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GD
Galaxy Digital New York $1.16B AUM

Jefferies Financial Group's IBIT Position: Q1 2026 in Review

Jefferies Financial Group increased its iShares Bitcoin Trust (IBIT) stake by 14% in Q1 2026, buying an estimated $199K and bringing the position to 37,987 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #770.

Jefferies Financial Group first reported a position in IBIT in Q2 2024 and has held it in 8 quarters since. The position peaked at $85.7M in Q4 2024. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Jefferies Financial Group held 37,987 shares of iShares Bitcoin Trust worth $1.46M as of Q1 2026.
  • Jefferies Financial Group bought 4,606 iShares Bitcoin Trust shares in Q1 2026, an estimated $199K.
  • iShares Bitcoin Trust made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #770 holding.
  • Jefferies Financial Group first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 8 quarters since.
  • Jefferies Financial Group's iShares Bitcoin Trust position peaked at $85.7M in Q4 2024.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.