Pennsylvania Capital Management’s iShares Bitcoin Trust IBIT Stock Holding History

Pennsylvania Capital Management’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	$471K	Buy	14,138 +6,569	+87%	+$267K	0.12%	80
2026 Q1	$291K	Buy	7,569 +299	+4%	+$12.9K	0.08%	93
2025 Q4	$361K	Sell	7,270 -11,206	-61%	-$637K	0.1%	87
2025 Q3	$1.2M	Buy	18,476 +2,667	+17%	+$173K	0.35%	46
2025 Q2	$968K	Buy	15,809 +574	+4%	+$32.2K	0.31%	52
2025 Q1	$713K	Buy	15,235 +3,133	+26%	+$166K	0.26%	51
2024 Q4	$642K	Buy	+12,102	New	+$571K	0.22%	54

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

Pennsylvania Capital Management's IBIT Position: Q2 2026 in Review

Pennsylvania Capital Management increased its iShares Bitcoin Trust (IBIT) stake by 87% in Q2 2026, buying an estimated $267K and bringing the position to 14,138 shares worth $471K. The position accounts for 0.12% of the portfolio, ranked #80.

Pennsylvania Capital Management first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.2M in Q3 2025. 678 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Pennsylvania Capital Management held 14,138 shares of iShares Bitcoin Trust worth $471K as of Q2 2026.
Pennsylvania Capital Management bought 6,569 iShares Bitcoin Trust shares in Q2 2026, an estimated $267K.
iShares Bitcoin Trust made up 0.12% of Pennsylvania Capital Management's portfolio in Q2 2026, its #80 holding.
Pennsylvania Capital Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
Pennsylvania Capital Management's iShares Bitcoin Trust position peaked at $1.2M in Q3 2025.
678 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Pennsylvania Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.