Triumph Capital Management
IBIT icon

Triumph Capital Management’s iShares Bitcoin Trust IBIT Stock Holding History

Triumph Capital Management’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 		$103K Hold
2,174
– – 0.02% 496
2026
Q2 		$72.4K Buy
2,174
+63
+3% +$2.56K 0.01% 568
2026
Q1 		$81.1K Buy
2,111
+419
+25% +$18.1K 0.02% 505
2025
Q4 		$84K Buy
+1,692
New +$96.1K 0.02% 479

Other funds holding IBIT

NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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

Triumph Capital Management's IBIT Position: Q3 2026 in Review

Triumph Capital Management held its iShares Bitcoin Trust (IBIT) position steady in Q3 2026 at 2,174 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #496.

Triumph Capital Management first reported a position in IBIT in Q4 2025 and has held it in 4 quarters since. 986 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Triumph Capital Management held 2,174 shares of iShares Bitcoin Trust worth $103K as of Q3 2026.
  • Triumph Capital Management left its iShares Bitcoin Trust share count unchanged in Q3 2026.
  • iShares Bitcoin Trust made up 0.02% of Triumph Capital Management's portfolio in Q3 2026, its #496 holding.
  • Triumph Capital Management first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 4 quarters since.
  • 986 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.