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Perigon Wealth Management’s Bitwise Bitcoin ETF BITB Stock Holding History

Perigon Wealth Management’s Portfolio BITB Stock Details BITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.81M Buy
56,730
+8,618
+18% +$336K 0.03% 435
2026
Q1 		$1.77M Buy
48,112
+3,697
+8% +$153K 0.03% 404
2025
Q4 		$2.11M Buy
44,415
+3,428
+8% +$187K 0.04% 359
2025
Q3 		$2.55M Buy
40,987
+1,350
+3% +$84.1K 0.05% 302
2025
Q2 		$2.32M Sell
39,637
-16,605
-30% -$891K 0.05% 309
2025
Q1 		$2.52M Buy
56,242
+325
+0.6% +$16.5K 0.06% 274
2024
Q4 		$3.06M Buy
55,917
+9,718
+21% +$439K 0.08% 242
2024
Q3 		$1.6M Buy
46,199
+21,705
+89% +$721K 0.04% 324
2024
Q2 		$801K Buy
24,494
+1,085
+5% +$38.8K 0.02% 421
2024
Q1 		$906K Buy
+23,409
New +$698K 0.03% 392

Other funds holding BITB

PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Perigon Wealth Management's BITB Position: Q2 2026 in Review

Perigon Wealth Management increased its Bitwise Bitcoin ETF (BITB) stake by 18% in Q2 2026, buying an estimated $336K and bringing the position to 56,730 shares worth $1.81M. The position accounts for 0.03% of the portfolio, ranked #435.

Perigon Wealth Management first reported a position in BITB in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.06M in Q4 2024. 271 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

  • Perigon Wealth Management held 56,730 shares of Bitwise Bitcoin ETF worth $1.81M as of Q2 2026.
  • Perigon Wealth Management bought 8,618 Bitwise Bitcoin ETF shares in Q2 2026, an estimated $336K.
  • Bitwise Bitcoin ETF made up 0.03% of Perigon Wealth Management's portfolio in Q2 2026, its #435 holding.
  • Perigon Wealth Management first reported a position in Bitwise Bitcoin ETF in Q1 2024 and has held it in 10 quarters since.
  • Perigon Wealth Management's Bitwise Bitcoin ETF position peaked at $3.06M in Q4 2024.
  • 271 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.