Stifel Financial
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Stifel Financial’s iShares Bitcoin Trust IBIT Stock Holding History

Stifel 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
Q3 		$1.81M Buy
38,175
+7,497
+24% +$302K ﹤0.01% 2142
2026
Q2 		$1.02M Buy
30,678
+15,293
+99% +$622K ﹤0.01% 2535
2026
Q1 		$591K Buy
15,385
+995
+7% +$43.1K ﹤0.01% 2766
2025
Q4 		$714K Sell
14,390
-1,850
-11% -$105K ﹤0.01% 2654
2025
Q3 		$1.06M Buy
16,240
+2,100
+15% +$137K ﹤0.01% 2361
2025
Q2 		$865K Buy
14,140
+3,300
+30% +$185K ﹤0.01% 2426
2025
Q1 		$507K Buy
10,840
+4,589
+73% +$243K ﹤0.01% 2673
2024
Q4 		$332K Buy
+6,251
New +$295K ﹤0.01% 2911

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

Stifel Financial's IBIT Position: Q3 2026 in Review

Stifel Financial increased its iShares Bitcoin Trust (IBIT) stake by 24% in Q3 2026, buying an estimated $302K and bringing the position to 38,175 shares worth $1.81M. The position accounts for ﹤0.01% of the portfolio, ranked #2142.

Stifel Financial first reported a position in IBIT in Q4 2024 and has held it in 8 quarters since. 1,270 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Stifel Financial held 38,175 shares of iShares Bitcoin Trust worth $1.81M as of Q3 2026.
  • Stifel Financial bought 7,497 iShares Bitcoin Trust shares in Q3 2026, an estimated $302K.
  • iShares Bitcoin Trust made up ﹤0.01% of Stifel Financial's portfolio in Q3 2026, its #2142 holding.
  • Stifel Financial first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 8 quarters since.
  • 1,270 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Stifel Financial's 13F filing for Q3 2026, filed 12 Nov 2026.