Pine Grove Financial Group
IBIT icon

Pine Grove Financial Group’s iShares Bitcoin Trust IBIT Stock Holding History

Pine Grove Financial 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
Q3 		$428K Sell
9,039
-377
-4% -$15.2K 0.04% 152
2026
Q2 		$313K Sell
9,416
-1,760
-16% -$71.6K 0.03% 169
2026
Q1 		$429K Buy
11,176
+1,754
+19% +$75.9K 0.05% 126
2025
Q4 		$468K Buy
+9,422
New +$535K 0.06% 121

Other funds holding IBIT

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Oxler Private Wealth
Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Verde Servicos Internacionais
Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BigSur Wealth Management
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
Proathlete Wealth Management
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Pine Grove Financial Group's IBIT Position: Q3 2026 in Review

Pine Grove Financial Group reduced its iShares Bitcoin Trust (IBIT) stake by 4% in Q3 2026, selling an estimated $15.2K and leaving 9,039 shares worth $428K. The position accounts for 0.04% of the portfolio, ranked #152.

Pine Grove Financial Group first reported a position in IBIT in Q4 2025 and has held it in 4 quarters since. The position peaked at $468K in Q4 2025. 552 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Pine Grove Financial Group held 9,039 shares of iShares Bitcoin Trust worth $428K as of Q3 2026.
  • Pine Grove Financial Group sold 377 iShares Bitcoin Trust shares in Q3 2026, an estimated $15.2K.
  • iShares Bitcoin Trust made up 0.04% of Pine Grove Financial Group's portfolio in Q3 2026, its #152 holding.
  • Pine Grove Financial Group first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 4 quarters since.
  • Pine Grove Financial Group's iShares Bitcoin Trust position peaked at $468K in Q4 2025.
  • 552 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Pine Grove Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.