Raymond James Financial
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Raymond James Financial’s iShares Bitcoin Trust IBIT Stock Holding History

Raymond James 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
Q1 		$2.64M Buy
68,734
+6,308
+10% +$273K ﹤0.01% 3130
2025
Q4 		$3.1M Buy
62,426
+31,093
+99% +$1.77M ﹤0.01% 2905
2025
Q3 		$2.04M Buy
31,333
+22,499
+255% +$1.46M ﹤0.01% 3159
2025
Q2 		$541K Buy
+8,834
New +$495K ﹤0.01% 3961
2025
Q1 		– Sell
-6,876
Closed -$365K – 4878
2024
Q4 		$365K Buy
+6,876
New +$325K ﹤0.01% 4078

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

Raymond James Financial's IBIT Position: Q1 2026 in Review

Raymond James Financial increased its iShares Bitcoin Trust (IBIT) stake by 10% in Q1 2026, buying an estimated $273K and bringing the position to 68,734 shares worth $2.64M. The position accounts for ﹤0.01% of the portfolio, ranked #3130.

Raymond James Financial first reported a position in IBIT in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.1M in Q4 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Raymond James Financial held 68,734 shares of iShares Bitcoin Trust worth $2.64M as of Q1 2026.
  • Raymond James Financial bought 6,308 iShares Bitcoin Trust shares in Q1 2026, an estimated $273K.
  • iShares Bitcoin Trust made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3130 holding.
  • Raymond James Financial first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 5 quarters since.
  • Raymond James Financial's iShares Bitcoin Trust position peaked at $3.1M in Q4 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.