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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
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% +$9.77K ﹤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

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Pinnacle Associates's IBIT Position: Q2 2026 in Review

Pinnacle Associates increased its iShares Bitcoin Trust (IBIT) stake by 6.1% in Q2 2026, buying an estimated $25.1K and bringing the position to 10,671 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Pinnacle Associates first reported a position in IBIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $386K in Q1 2026. 1,475 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Pinnacle Associates held 10,671 shares of iShares Bitcoin Trust worth $355K as of Q2 2026.
  • Pinnacle Associates bought 617 iShares Bitcoin Trust shares in Q2 2026, an estimated $25.1K.
  • iShares Bitcoin Trust made up ﹤0.01% of Pinnacle Associates's portfolio in Q2 2026, its #770 holding.
  • Pinnacle Associates first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
  • Pinnacle Associates's iShares Bitcoin Trust position peaked at $386K in Q1 2026.
  • 1,475 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.