PA
IBIT icon

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
Q1 		$386K Buy
10,054
+4,669
+87% +$202K 0.01% 719
2025
Q4 		$267K Buy
5,385
+172
+3% +$9.77K ﹤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

BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $975M AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GD
Galaxy Digital New York $1.16B AUM

Pinnacle Associates's IBIT Position: Q1 2026 in Review

Pinnacle Associates increased its iShares Bitcoin Trust (IBIT) stake by 87% in Q1 2026, buying an estimated $202K and bringing the position to 10,054 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #719.

Pinnacle Associates first reported a position in IBIT in Q1 2025 and has held it in 5 quarters since. 1,538 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Pinnacle Associates held 10,054 shares of iShares Bitcoin Trust worth $386K as of Q1 2026.
  • Pinnacle Associates bought 4,669 iShares Bitcoin Trust shares in Q1 2026, an estimated $202K.
  • iShares Bitcoin Trust made up 0.01% of Pinnacle Associates's portfolio in Q1 2026, its #719 holding.
  • Pinnacle Associates first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 5 quarters since.
  • 1,538 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.