SF
IBIT icon

Symphony Financial’s iShares Bitcoin Trust IBIT Stock Holding History

Symphony 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 		$255K Buy
7,637
+1,064
+16% +$43.3K 0.03% 304
2026
Q1 		$252K Buy
6,573
+1,837
+39% +$79.5K 0.03% 267
2025
Q4 		$235K Buy
4,736
+329
+7% +$18.7K 0.03% 261
2025
Q3 		$286K Buy
4,407
+3,388
+332% +$220K 0.03% 223
2025
Q2 		$264K Buy
+1,019
New +$57.1K 0.03% 213

Other funds holding IBIT

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $715M AUM
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
SG
SCHF (GPE) Wilson, Wyoming $2.48B AUM 8.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

Symphony Financial's IBIT Position: Q2 2026 in Review

Symphony Financial increased its iShares Bitcoin Trust (IBIT) stake by 16% in Q2 2026, buying an estimated $43.3K and bringing the position to 7,637 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #304.

Symphony Financial first reported a position in IBIT in Q2 2025 and has held it in 5 quarters since. The position peaked at $286K in Q3 2025. 1,240 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Symphony Financial held 7,637 shares of iShares Bitcoin Trust worth $255K as of Q2 2026.
  • Symphony Financial bought 1,064 iShares Bitcoin Trust shares in Q2 2026, an estimated $43.3K.
  • iShares Bitcoin Trust made up 0.03% of Symphony Financial's portfolio in Q2 2026, its #304 holding.
  • Symphony Financial first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 5 quarters since.
  • Symphony Financial's iShares Bitcoin Trust position peaked at $286K in Q3 2025.
  • 1,240 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.