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
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

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

Stifel Financial's IBIT Position: Q1 2026 in Review

Stifel Financial increased its iShares Bitcoin Trust (IBIT) stake by 6.9% in Q1 2026, buying an estimated $43.1K and bringing the position to 15,385 shares worth $591K. The position accounts for ﹤0.01% of the portfolio, ranked #2766.

Stifel Financial first reported a position in IBIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.06M in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Stifel Financial held 15,385 shares of iShares Bitcoin Trust worth $591K as of Q1 2026.
  • Stifel Financial bought 995 iShares Bitcoin Trust shares in Q1 2026, an estimated $43.1K.
  • iShares Bitcoin Trust made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2766 holding.
  • Stifel Financial first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
  • Stifel Financial's iShares Bitcoin Trust position peaked at $1.06M in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.