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Key Financial Inc’s iShares Bitcoin Trust IBIT Stock Holding History

Key Financial Inc’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 		$11.7K Buy
305
+25
+9% +$1.08K ﹤0.01% 848
2025
Q4 		$13.9K Buy
+280
New +$15.9K ﹤0.01% 801

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

Key Financial Inc's IBIT Position: Q1 2026 in Review

Key Financial Inc increased its iShares Bitcoin Trust (IBIT) stake by 8.9% in Q1 2026, buying an estimated $1.08K and bringing the position to 305 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Key Financial Inc first reported a position in IBIT in Q4 2025 and has held it in 2 quarters since. The position peaked at $13.9K in Q4 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Key Financial Inc held 305 shares of iShares Bitcoin Trust worth $11.7K as of Q1 2026.
  • Key Financial Inc bought 25 iShares Bitcoin Trust shares in Q1 2026, an estimated $1.08K.
  • iShares Bitcoin Trust made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #848 holding.
  • Key Financial Inc first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 2 quarters since.
  • Key Financial Inc's iShares Bitcoin Trust position peaked at $13.9K in Q4 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.