Sapient Capital’s iShares Bitcoin Trust IBIT Stock Holding History

Sapient Capital’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	$8.06M	Sell	170,192 -4,030	-2%	-$163K	0.11%	91
2026 Q2	$5.8M	Sell	174,222 -8,851	-5%	-$360K	0.08%	111
2026 Q1	$7.03M	Sell	183,073 -4,140	-2%	-$179K	0.11%	100
2025 Q4	$9.33M	Buy	187,213 +5,001	+3%	+$284K	0.13%	92
2025 Q3	$11.8M	Buy	182,212 +32,897	+22%	+$2.14M	0.18%	81
2025 Q2	$9.14M	Buy	149,315 +13,980	+10%	+$783K	0.16%	86
2025 Q1	$6.34M	Buy	135,335 +16,098	+14%	+$852K	0.13%	96
2024 Q4	$6.33M	Buy	119,237 +40,048	+51%	+$1.89M	0.12%	96
2024 Q3	$2.86M	Sell	79,189 -238,351	-75%	-$8.28M	0.06%	123
2024 Q2	$10.8M	Buy	317,540 +306,317	+2,729%	+$11.4M	0.23%	71
2024 Q1	$454K	Buy	+11,223	New	+$350K	0.01%	249

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

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

Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return

Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return

Sapient Capital's IBIT Position: Q3 2026 in Review

Sapient Capital reduced its iShares Bitcoin Trust (IBIT) stake by 2.3% in Q3 2026, selling an estimated $163K and leaving 170,192 shares worth $8.06M. The position accounts for 0.11% of the portfolio, ranked #91.

Sapient Capital first reported a position in IBIT in Q1 2024 and has held it in 11 quarters since. The position peaked at $11.8M in Q3 2025. 507 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Sapient Capital held 170,192 shares of iShares Bitcoin Trust worth $8.06M as of Q3 2026.
Sapient Capital sold 4,030 iShares Bitcoin Trust shares in Q3 2026, an estimated $163K.
iShares Bitcoin Trust made up 0.11% of Sapient Capital's portfolio in Q3 2026, its #91 holding.
Sapient Capital first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
Sapient Capital's iShares Bitcoin Trust position peaked at $11.8M in Q3 2025.
507 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.