Plan Group Financial’s iShares Bitcoin Trust IBIT Stock Holding History

Plan Group Financial’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	$211K	Buy	+4,526	New	+$183K	0.04%	214

Other funds holding IBIT

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return

Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Plan Group Financial's IBIT Position: Q3 2026 in Review

Plan Group Financial opened a new position in iShares Bitcoin Trust (IBIT) in Q3 2026: 4,526 shares worth $211K. The stake represents 0.04% of the portfolio and ranks #214 among its holdings.

552 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Plan Group Financial held 4,526 shares of iShares Bitcoin Trust worth $211K as of Q3 2026.
iShares Bitcoin Trust was a new Plan Group Financial position in Q3 2026.
iShares Bitcoin Trust made up 0.04% of Plan Group Financial's portfolio in Q3 2026, its #214 holding.
552 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.