Summit Global Investments’s iShares Bitcoin Trust IBIT Stock Holding History

Summit Global Investments’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	$506K	Sell	15,198 -20	-0.1%	-$814	0.03%	337
2026 Q1	$585K	Buy	15,218 +893	+6%	+$38.7K	0.03%	305
2025 Q4	$711K	Sell	14,325 -819	-5%	-$46.5K	0.04%	254
2025 Q3	$984K	Buy	15,144 +2,380	+19%	+$155K	0.06%	201
2025 Q2	$781K	Buy	12,764 +1,588	+14%	+$89K	0.05%	242
2025 Q1	$523K	Sell	11,176 -44	-0.4%	-$2.33K	0.04%	279
2024 Q4	$595K	Buy	11,220 +6	+0.1%	+$283	0.04%	318
2024 Q3	$405K	Buy	11,214 +355	+3%	+$12.3K	0.03%	392
2024 Q2	$371K	Buy	10,859 +2,703	+33%	+$101K	0.03%	392
2024 Q1	$330K	Buy	+8,156	New	+$254K	0.02%	391

Other funds holding IBIT

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

PPA

Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return

OCM

Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RSC

Rising Stella Capital Singapore $249M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Summit Global Investments's IBIT Position: Q2 2026 in Review

Summit Global Investments reduced its iShares Bitcoin Trust (IBIT) stake by 0.13% in Q2 2026, selling an estimated $814 and leaving 15,198 shares worth $506K. The position accounts for 0.03% of the portfolio, ranked #337.

Summit Global Investments first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $984K in Q3 2025. 725 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Summit Global Investments held 15,198 shares of iShares Bitcoin Trust worth $506K as of Q2 2026.
Summit Global Investments sold 20 iShares Bitcoin Trust shares in Q2 2026, an estimated $814.
iShares Bitcoin Trust made up 0.03% of Summit Global Investments's portfolio in Q2 2026, its #337 holding.
Summit Global Investments first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Summit Global Investments's iShares Bitcoin Trust position peaked at $984K in Q3 2025.
725 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.