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Summit Financial’s iShares Bitcoin Trust IBIT Stock Holding History

Summit 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
Q2 		$7.27M Buy
218,450
+10,647
+5% +$433K 0.08% 254
2026
Q1 		$7.98M Sell
207,803
-56,777
-21% -$2.46M 0.1% 201
2025
Q4 		$13.1M Sell
264,580
-85,010
-24% -$4.83M 0.19% 104
2025
Q3 		$22.7M Buy
+349,590
New +$22.7M 0.35% 52

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

Summit Financial's IBIT Position: Q2 2026 in Review

Summit Financial increased its iShares Bitcoin Trust (IBIT) stake by 5.1% in Q2 2026, buying an estimated $433K and bringing the position to 218,450 shares worth $7.27M. The position accounts for 0.08% of the portfolio, ranked #254.

Summit Financial first reported a position in IBIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $22.7M in Q3 2025. 1,474 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Summit Financial held 218,450 shares of iShares Bitcoin Trust worth $7.27M as of Q2 2026.
  • Summit Financial bought 10,647 iShares Bitcoin Trust shares in Q2 2026, an estimated $433K.
  • iShares Bitcoin Trust made up 0.08% of Summit Financial's portfolio in Q2 2026, its #254 holding.
  • Summit Financial first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's iShares Bitcoin Trust position peaked at $22.7M in Q3 2025.
  • 1,474 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.