National Bank of Canada’s Iris Energy IREN Stock Holding History

National Bank of Canada’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	$101M	Buy	2,200,000 +520,000	+31%	+$27M	0.07%	206
2026 Q1	$57.6M	Buy	+1,680,000	New	+$75.8M	0.05%	265
2025 Q1	–	Sell	-2,945,500	Closed	-$28.9M	–	2990
2024 Q4	$28.9M	Buy	+2,945,500	New	+$31.4M	0.03%	464

Other funds holding IREN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

National Bank of Canada's IREN Position: Q2 2026 in Review

National Bank of Canada increased its Iris Energy (IREN) stake by 31% in Q2 2026, buying an estimated $27M and bringing the position to 2,200,000 shares worth $101M. The position accounts for 0.07% of the portfolio, ranked #206.

National Bank of Canada first reported a position in IREN in Q4 2024 and has held it in 3 quarters since. 674 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

National Bank of Canada held 2,200,000 shares of Iris Energy worth $101M as of Q2 2026.
National Bank of Canada bought 520,000 Iris Energy shares in Q2 2026, an estimated $27M.
Iris Energy made up 0.07% of National Bank of Canada's portfolio in Q2 2026, its #206 holding.
National Bank of Canada first reported a position in Iris Energy in Q4 2024 and has held it in 3 quarters since.
674 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on National Bank of Canada's 13F filing for Q2 2026, filed 10 Aug 2026.