Principal Securities
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Principal Securities’s iShares Bitcoin Trust IBIT Stock Holding History

Principal Securities’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 		$578K Buy
+12,211
New +$492K 0.01% 1014
2026
Q1 		– Sell
-5,989
Closed -$297K – 1446
2025
Q4 		$297K Buy
+5,989
New +$340K ﹤0.01% 1149
2025
Q3 		– Sell
-4,697
Closed -$288K – 3788
2025
Q2 		$288K Buy
+4,697
New +$263K 0.01% 1081

Other funds holding IBIT

Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
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
L
Laurore Hong Kong $154M AUM 27.17% 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
Texas Capital Bank Wealth Management Services
Texas Capital Bank Wealth Management Services Dallas, Texas $1.94B AUM 19.18% 1-Year Est. Return
Pinpoint Asset Management (Singapore)
Pinpoint Asset Management (Singapore) Singapore $493M AUM 43.51% 1-Year Est. Return

Principal Securities's IBIT Position: Q3 2026 in Review

Principal Securities opened a new position in iShares Bitcoin Trust (IBIT) in Q3 2026: 12,211 shares worth $578K. The stake represents 0.01% of the portfolio and ranks #1014 among its holdings. This is a return to the name: Principal Securities previously reported a position in IBIT as recently as Q4 2025.

Principal Securities first reported a position in IBIT in Q2 2025 and has held it in 3 quarters since. 1,274 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Principal Securities held 12,211 shares of iShares Bitcoin Trust worth $578K as of Q3 2026.
  • iShares Bitcoin Trust was a new Principal Securities position in Q3 2026.
  • iShares Bitcoin Trust made up 0.01% of Principal Securities's portfolio in Q3 2026, its #1014 holding.
  • Principal Securities first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 3 quarters since.
  • 1,274 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Principal Securities's 13F filing for Q3 2026, filed 12 Nov 2026.