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

Sovereign Financial Group’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
Q2 		$459K Sell
13,799
-3,156
-19% -$128K 0.07% 235
2026
Q1 		$651K Sell
16,955
-2,506
-13% -$109K 0.11% 166
2025
Q4 		$966K Buy
19,461
+393
+2% +$22.3K 0.17% 112
2025
Q3 		$1.24M Buy
19,068
+1,575
+9% +$102K 0.23% 80
2025
Q2 		$1.07M Buy
17,493
+23
+0.1% +$1.29K 0.22% 85
2025
Q1 		$818K Buy
17,470
+825
+5% +$43.7K 0.19% 104
2024
Q4 		$883K Sell
16,645
-1,770
-10% -$83.6K 0.2% 96
2024
Q3 		$665K Buy
18,415
+3,623
+24% +$126K 0.16% 124
2024
Q2 		$505K Buy
14,792
+470
+3% +$17.6K 0.13% 150
2024
Q1 		$580K Buy
+14,322
New +$447K 0.15% 131

Other funds holding IBIT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Sovereign Financial Group's IBIT Position: Q2 2026 in Review

Sovereign Financial Group reduced its iShares Bitcoin Trust (IBIT) stake by 19% in Q2 2026, selling an estimated $128K and leaving 13,799 shares worth $459K. The position accounts for 0.07% of the portfolio, ranked #235.

Sovereign Financial Group first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.24M in Q3 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Sovereign Financial Group held 13,799 shares of iShares Bitcoin Trust worth $459K as of Q2 2026.
  • Sovereign Financial Group sold 3,156 iShares Bitcoin Trust shares in Q2 2026, an estimated $128K.
  • iShares Bitcoin Trust made up 0.07% of Sovereign Financial Group's portfolio in Q2 2026, its #235 holding.
  • Sovereign Financial Group first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Sovereign Financial Group's iShares Bitcoin Trust position peaked at $1.24M in Q3 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.