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Mayflower Financial Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Mayflower Financial Advisors’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 		$1.19M Buy
35,711
+23,485
+192% +$955K 0.1% 175
2026
Q1 		$470K Buy
12,226
+1,607
+15% +$69.6K 0.06% 271
2025
Q4 		$527K Buy
10,619
+3,166
+42% +$180K 0.06% 244
2025
Q3 		$484K Buy
7,453
+1,509
+25% +$98.2K 0.06% 258
2025
Q2 		$364K Buy
5,944
+1,012
+21% +$56.7K 0.05% 289
2025
Q1 		$231K Buy
+4,932
New +$261K 0.04% 355

Other funds holding IBIT

Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
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
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
PPA
Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return
PAMS
Pinpoint Asset Management (Singapore) Singapore $493M AUM 52.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Mayflower Financial Advisors's IBIT Position: Q2 2026 in Review

Mayflower Financial Advisors increased its iShares Bitcoin Trust (IBIT) stake by 192% in Q2 2026, buying an estimated $955K and bringing the position to 35,711 shares worth $1.19M. The position accounts for 0.1% of the portfolio, ranked #175.

Mayflower Financial Advisors first reported a position in IBIT in Q1 2025 and has held it in 6 quarters since. 866 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Mayflower Financial Advisors held 35,711 shares of iShares Bitcoin Trust worth $1.19M as of Q2 2026.
  • Mayflower Financial Advisors bought 23,485 iShares Bitcoin Trust shares in Q2 2026, an estimated $955K.
  • iShares Bitcoin Trust made up 0.1% of Mayflower Financial Advisors's portfolio in Q2 2026, its #175 holding.
  • Mayflower Financial Advisors first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.