Pinnacle Associates
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Pinnacle Associates’s iShares Bitcoin Trust IBIT Stock Holding History

Pinnacle Associates’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 		$495K Sell
10,452
-219
-2% -$8.83K 0.01% 682
2026
Q2 		$355K Buy
10,671
+617
+6% +$25.1K ﹤0.01% 770
2026
Q1 		$386K Buy
10,054
+4,669
+87% +$202K 0.01% 719
2025
Q4 		$267K Buy
5,385
+172
+3% +$9.8K ﹤0.01% 827
2025
Q3 		$339K Sell
5,213
-892
-15% -$58K ﹤0.01% 721
2025
Q2 		$374K Sell
6,105
-37
-0.6% -$2.07K 0.01% 689
2025
Q1 		$288K Buy
+6,142
New +$325K ﹤0.01% 723

Other funds holding IBIT

NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mariner Investment Group
Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return
Pilgrim Partners Asia
Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Garda Capital Partners
Garda Capital Partners Wayzata, Minnesota $127M AUM 27.14% 1-Year Est. Return
Acorn Financial Advisory Services
Acorn Financial Advisory Services Reston, Virginia $798M AUM 33.33% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Pinnacle Associates's IBIT Position: Q3 2026 in Review

Pinnacle Associates reduced its iShares Bitcoin Trust (IBIT) stake by 2.1% in Q3 2026, selling an estimated $8.83K and leaving 10,452 shares worth $495K. The position accounts for 0.01% of the portfolio, ranked #682.

Pinnacle Associates first reported a position in IBIT in Q1 2025 and has held it in 7 quarters since. 986 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Pinnacle Associates held 10,452 shares of iShares Bitcoin Trust worth $495K as of Q3 2026.
  • Pinnacle Associates sold 219 iShares Bitcoin Trust shares in Q3 2026, an estimated $8.83K.
  • iShares Bitcoin Trust made up 0.01% of Pinnacle Associates's portfolio in Q3 2026, its #682 holding.
  • Pinnacle Associates first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 7 quarters since.
  • 986 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.