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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
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

AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FG
Franchise GP Grand Cayman $215M AUM
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

Triumph Capital Management's IBIT Position: Q2 2026 in Review

Triumph Capital Management increased its iShares Bitcoin Trust (IBIT) stake by 3% in Q2 2026, buying an estimated $2.56K and bringing the position to 2,174 shares worth $72.4K. The position accounts for 0.01% of the portfolio, ranked #568.

Triumph Capital Management first reported a position in IBIT in Q4 2025 and has held it in 3 quarters since. The position peaked at $84K in Q4 2025. 360 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Triumph Capital Management held 2,174 shares of iShares Bitcoin Trust worth $72.4K as of Q2 2026.
  • Triumph Capital Management bought 63 iShares Bitcoin Trust shares in Q2 2026, an estimated $2.56K.
  • iShares Bitcoin Trust made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #568 holding.
  • Triumph Capital Management first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's iShares Bitcoin Trust position peaked at $84K in Q4 2025.
  • 360 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.