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Kapstone Financial Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Kapstone Financial Advisors’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 		$2.32M Buy
60,413
+19,448
+47% +$842K 1.14% 19
2025
Q4 		$2.03M Buy
+40,965
New +$2.33M 1.01% 21

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

Kapstone Financial Advisors's IBIT Position: Q1 2026 in Review

Kapstone Financial Advisors increased its iShares Bitcoin Trust (IBIT) stake by 47% in Q1 2026, buying an estimated $842K and bringing the position to 60,413 shares worth $2.32M. The position accounts for 1.14% of the portfolio, ranked #19.

Kapstone Financial Advisors first reported a position in IBIT in Q4 2025 and has held it in 2 quarters since. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Kapstone Financial Advisors held 60,413 shares of iShares Bitcoin Trust worth $2.32M as of Q1 2026.
  • Kapstone Financial Advisors bought 19,448 iShares Bitcoin Trust shares in Q1 2026, an estimated $842K.
  • iShares Bitcoin Trust made up 1.14% of Kapstone Financial Advisors's portfolio in Q1 2026, its #19 holding.
  • Kapstone Financial Advisors first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 2 quarters since.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.