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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-3,000
Closed -$225K 5249
2025
Q3
$225K Buy
+3,000
New +$195K ﹤0.01% 4567

Other funds holding IBIT

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.