Trifecta Capital Advisors
IBIT icon

Trifecta Capital Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Trifecta Capital Advisors’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 		$900 Hold
19
– – ﹤0.01% 311
2026
Q2 		$633 Hold
19
– – ﹤0.01% 405
2026
Q1 		$730 Buy
+19
New +$823 ﹤0.01% 267
2025
Q3 		– Sell
-1,765
Closed -$108K – 487
2025
Q2 		$108K Buy
+1,765
New +$98.9K 0.02% 140

Other funds holding IBIT

NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 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
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Garda Capital Partners
Garda Capital Partners Wayzata, Minnesota $127M AUM 27.14% 1-Year Est. Return
Acorn Financial Advisory Services
Acorn Financial Advisory Services Reston, Virginia $798M AUM 33.33% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
AO
Allen Operations New York $968M AUM 12.84% 1-Year Est. Return

Trifecta Capital Advisors's IBIT Position: Q3 2026 in Review

Trifecta Capital Advisors held its iShares Bitcoin Trust (IBIT) position steady in Q3 2026 at 19 shares worth $900. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Trifecta Capital Advisors first reported a position in IBIT in Q2 2025 and has held it in 4 quarters since. The position peaked at $108K in Q2 2025. 939 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Trifecta Capital Advisors held 19 shares of iShares Bitcoin Trust worth $900 as of Q3 2026.
  • Trifecta Capital Advisors left its iShares Bitcoin Trust share count unchanged in Q3 2026.
  • iShares Bitcoin Trust made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q3 2026, its #311 holding.
  • Trifecta Capital Advisors first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 4 quarters since.
  • Trifecta Capital Advisors's iShares Bitcoin Trust position peaked at $108K in Q2 2025.
  • 939 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.