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Lionsbridge Wealth Management’s Iris Energy IREN Stock Holding History

Lionsbridge Wealth Management’s Portfolio IREN Stock Details IREN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$432K Sell
9,453
-617
-6% -$32.1K 0.42% 52
2026
Q1 		$345K Buy
10,070
+276
+3% +$12.5K 0.35% 50
2025
Q4 		$370K Sell
9,794
-4,182
-30% -$216K 0.37% 50
2025
Q3 		$656K Buy
+13,976
New +$339K 0.65% 45

Other funds holding IREN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lionsbridge Wealth Management's IREN Position: Q2 2026 in Review

Lionsbridge Wealth Management reduced its Iris Energy (IREN) stake by 6.1% in Q2 2026, selling an estimated $32.1K and leaving 9,453 shares worth $432K. The position accounts for 0.42% of the portfolio, ranked #52.

Lionsbridge Wealth Management first reported a position in IREN in Q3 2025 and has held it in 4 quarters since. The position peaked at $656K in Q3 2025. 676 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • Lionsbridge Wealth Management held 9,453 shares of Iris Energy worth $432K as of Q2 2026.
  • Lionsbridge Wealth Management sold 617 Iris Energy shares in Q2 2026, an estimated $32.1K.
  • Iris Energy made up 0.42% of Lionsbridge Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Lionsbridge Wealth Management first reported a position in Iris Energy in Q3 2025 and has held it in 4 quarters since.
  • Lionsbridge Wealth Management's Iris Energy position peaked at $656K in Q3 2025.
  • 676 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.