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LRI Investments’s iShares Bitcoin Trust IBIT Stock Holding History

LRI Investments’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 		$1.17M Buy
35,000
+10,005
+40% +$407K 0.09% 114
2026
Q1 		$960K Buy
24,995
+6,870
+38% +$297K 0.09% 115
2025
Q4 		$900K Buy
18,125
+13,125
+263% +$746K 0.07% 122
2025
Q3 		$325K Hold
5,000
– – 0.03% 228
2025
Q2 		$306K Hold
5,000
– – 0.03% 227
2025
Q1 		$234K Hold
5,000
– – 0.02% 242
2024
Q4 		$265K Buy
+5,000
New +$236K 0.03% 220

Other funds holding IBIT

MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
PPA
Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

LRI Investments's IBIT Position: Q2 2026 in Review

LRI Investments increased its iShares Bitcoin Trust (IBIT) stake by 40% in Q2 2026, buying an estimated $407K and bringing the position to 35,000 shares worth $1.17M. The position accounts for 0.09% of the portfolio, ranked #114.

LRI Investments first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. 647 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • LRI Investments held 35,000 shares of iShares Bitcoin Trust worth $1.17M as of Q2 2026.
  • LRI Investments bought 10,005 iShares Bitcoin Trust shares in Q2 2026, an estimated $407K.
  • iShares Bitcoin Trust made up 0.09% of LRI Investments's portfolio in Q2 2026, its #114 holding.
  • LRI Investments first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • 647 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.