NavPoint Financial’s iShares Bitcoin Trust IBIT Stock Holding History

NavPoint Financial’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	$2.57M	Buy	77,204 +5,258	+7%	+$214K	0.95%	28
2026 Q1	$2.76M	Buy	71,946 +17,218	+31%	+$746K	1.12%	25
2025 Q4	$2.72M	Buy	54,728 +49,801	+1,011%	+$2.83M	1.16%	24
2025 Q3	$320K	Hold	4,927	–	–	0.17%	53
2025 Q2	$302K	Hold	4,927	–	–	0.18%	51
2025 Q1	$231K	Buy	+4,927	New	+$261K	0.16%	53

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 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 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

NavPoint Financial's IBIT Position: Q2 2026 in Review

NavPoint Financial increased its iShares Bitcoin Trust (IBIT) stake by 7.3% in Q2 2026, buying an estimated $214K and bringing the position to 77,204 shares worth $2.57M. The position accounts for 0.95% of the portfolio, ranked #28.

NavPoint Financial first reported a position in IBIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.76M in Q1 2026. 642 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

NavPoint Financial held 77,204 shares of iShares Bitcoin Trust worth $2.57M as of Q2 2026.
NavPoint Financial bought 5,258 iShares Bitcoin Trust shares in Q2 2026, an estimated $214K.
iShares Bitcoin Trust made up 0.95% of NavPoint Financial's portfolio in Q2 2026, its #28 holding.
NavPoint Financial first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
NavPoint Financial's iShares Bitcoin Trust position peaked at $2.76M in Q1 2026.
642 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on NavPoint Financial's 13F filing for Q2 2026, filed 23 Jul 2026.