MAI Capital Management’s iShares Bitcoin Trust IBIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10.7M Buy
320,998
+145,176
+83% +$5.91M 0.04% 326
2026
Q1
$6.76M Buy
175,822
+62,900
+56% +$2.72M 0.04% 351
2025
Q4
$5.61M Buy
112,922
+31,997
+40% +$1.82M 0.03% 370
2025
Q3
$5.26M Buy
80,925
+15,229
+23% +$991K 0.03% 356
2025
Q2
$4.02M Buy
65,696
+30,575
+87% +$1.71M 0.03% 365
2025
Q1
$1.64M Buy
35,121
+6,383
+22% +$338K 0.01% 516
2024
Q4
$1.52M Buy
28,738
+19,181
+201% +$906K 0.01% 535
2024
Q3
$345K Sell
9,557
-1,314
-12% -$45.6K ﹤0.01% 834
2024
Q2
$371K Buy
10,871
+1,360
+14% +$50.8K ﹤0.01% 921
2024
Q1
$385K Buy
+9,511
New +$297K ﹤0.01% 894

Other funds holding IBIT

MAI Capital Management's IBIT Position: Q2 2026 in Review

MAI Capital Management increased its iShares Bitcoin Trust (IBIT) stake by 83% in Q2 2026, buying an estimated $5.91M and bringing the position to 320,998 shares worth $10.7M. The position accounts for 0.04% of the portfolio, ranked #326.

MAI Capital Management first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. 1,473 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • MAI Capital Management held 320,998 shares of iShares Bitcoin Trust worth $10.7M as of Q2 2026.
  • MAI Capital Management bought 145,176 iShares Bitcoin Trust shares in Q2 2026, an estimated $5.91M.
  • iShares Bitcoin Trust made up 0.04% of MAI Capital Management's portfolio in Q2 2026, its #326 holding.
  • MAI Capital Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • 1,473 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.