PFGIA
IBIT icon

Patriot Financial Group Insurance Agency’s iShares Bitcoin Trust IBIT Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-9,482
Closed -$364K – 593
2026
Q1 		$364K Buy
9,482
+5,006
+112% +$217K 0.02% 514
2025
Q4 		$222K Buy
+4,476
New +$254K 0.03% 457

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
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
RSC
Rising Stella Capital Singapore $249M AUM

Patriot Financial Group Insurance Agency's IBIT Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 9,482 shares — an estimated $364K sold.

Patriot Financial Group Insurance Agency first reported a position in IBIT in Q4 2025 and held it in 2 quarters. The position peaked at $364K in Q1 2026. 816 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 9,482 iShares Bitcoin Trust shares in Q2 2026, an estimated $364K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares Bitcoin Trust in Q4 2025 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's iShares Bitcoin Trust position peaked at $364K in Q1 2026.
  • 816 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.