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

Larson 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
Q3 		$5.63M Buy
118,828
+4,129
+4% +$167K 0.14% 120
2026
Q2 		$3.82M Buy
114,699
+74,818
+188% +$3.04M 0.1% 171
2026
Q1 		$1.53M Sell
39,881
-3,644
-8% -$158K 0.05% 265
2025
Q4 		$2.16M Buy
43,525
+6,620
+18% +$376K 0.07% 224
2025
Q3 		$2.4M Sell
36,905
-10,205
-22% -$664K 0.08% 202
2025
Q2 		$2.88M Buy
47,110
+7,466
+19% +$418K 0.12% 172
2025
Q1 		$1.86M Buy
39,644
+10,140
+34% +$537K 0.09% 196
2024
Q4 		$1.57M Buy
29,504
+10,855
+58% +$513K 0.08% 198
2024
Q3 		$674K Buy
18,649
+3,835
+26% +$133K 0.04% 280
2024
Q2 		$506K Buy
14,814
+11,311
+323% +$422K 0.03% 272
2024
Q1 		$142K Buy
+3,503
New +$109K 0.01% 481

Other funds holding IBIT

NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mariner Investment Group
Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return
Pilgrim Partners Asia
Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Garda Capital Partners
Garda Capital Partners Wayzata, Minnesota $127M AUM 27.14% 1-Year Est. Return
Acorn Financial Advisory Services
Acorn Financial Advisory Services Reston, Virginia $798M AUM 33.33% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Larson Financial Group's IBIT Position: Q3 2026 in Review

Larson Financial Group increased its iShares Bitcoin Trust (IBIT) stake by 3.6% in Q3 2026, buying an estimated $167K and bringing the position to 118,828 shares worth $5.63M. The position accounts for 0.14% of the portfolio, ranked #120.

Larson Financial Group first reported a position in IBIT in Q1 2024 and has held it in 11 quarters since. 990 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Larson Financial Group held 118,828 shares of iShares Bitcoin Trust worth $5.63M as of Q3 2026.
  • Larson Financial Group bought 4,129 iShares Bitcoin Trust shares in Q3 2026, an estimated $167K.
  • iShares Bitcoin Trust made up 0.14% of Larson Financial Group's portfolio in Q3 2026, its #120 holding.
  • Larson Financial Group first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.