NFSG
IBIT icon

Newbridge Financial Services Group’s iShares Bitcoin Trust IBIT Stock Holding History

Newbridge Financial Services Group’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 		$1.35M Sell
40,573
-7,656
-16% -$311K 0.17% 107
2026
Q1 		$1.85M Sell
48,229
-2,119
-4% -$91.7K 0.3% 69
2025
Q4 		$2.5M Sell
50,348
-15,168
-23% -$862K 0.39% 59
2025
Q3 		$4.26M Buy
65,516
+45,620
+229% +$2.97M 0.64% 35
2025
Q2 		$1.22M Buy
19,896
+6,963
+54% +$390K 0.2% 92
2025
Q1 		$605K Buy
12,933
+4,297
+50% +$227K 0.15% 106
2024
Q4 		$458K Buy
8,636
+868
+11% +$41K 0.12% 125
2024
Q3 		$281K Sell
7,768
-183
-2% -$6.35K 0.1% 127
2024
Q2 		$271K Sell
7,951
-220
-3% -$8.22K 0.1% 147
2024
Q1 		$331K Buy
+8,171
New +$255K 0.14% 131

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
AT
Avenir Tech Hong Kong $671M AUM 36.63% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Newbridge Financial Services Group's IBIT Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its iShares Bitcoin Trust (IBIT) stake by 16% in Q2 2026, selling an estimated $311K and leaving 40,573 shares worth $1.35M. The position accounts for 0.17% of the portfolio, ranked #107.

Newbridge Financial Services Group first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.26M in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Newbridge Financial Services Group held 40,573 shares of iShares Bitcoin Trust worth $1.35M as of Q2 2026.
  • Newbridge Financial Services Group sold 7,656 iShares Bitcoin Trust shares in Q2 2026, an estimated $311K.
  • iShares Bitcoin Trust made up 0.17% of Newbridge Financial Services Group's portfolio in Q2 2026, its #107 holding.
  • Newbridge Financial Services Group first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Newbridge Financial Services Group's iShares Bitcoin Trust position peaked at $4.26M in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.