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Montgomery Financial Services’s iShares Bitcoin Trust IBIT Stock Holding History

Montgomery Financial Services’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 		$3.66K Buy
+110
New +$4.47K ﹤0.01% 245

Other funds holding IBIT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $715M AUM
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Montgomery Financial Services's IBIT Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 110 shares worth $3.66K. The stake represents ﹤0.01% of the portfolio and ranks #245 among its holdings.

1,397 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Montgomery Financial Services held 110 shares of iShares Bitcoin Trust worth $3.66K as of Q2 2026.
  • iShares Bitcoin Trust was a new Montgomery Financial Services position in Q2 2026.
  • iShares Bitcoin Trust made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #245 holding.
  • 1,397 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.