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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
Q2 		$13.9M Buy
417,500
+403,800
+2,947% +$16.4M 0.09% 194
2026
Q1 		$526K Sell
13,700
-381,700
-97% -$16.5M ﹤0.01% 1190
2025
Q4 		$19.6M Buy
395,400
+190,000
+93% +$10.8M 0.1% 194
2025
Q3 		$13.4M Buy
205,400
+167,900
+448% +$10.9M 0.06% 192
2025
Q2 		$2.3M Buy
+37,500
New +$2.1M 0.02% 482
2025
Q1 		– Sell
-1,935,600
Closed -$103M – 1794
2024
Q4 		$103M Buy
+1,935,600
New +$91.4M 0.61% 24

Other funds holding IBIT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
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
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
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.