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Vision Financial Markets’s iShares Bitcoin Trust IBIT Stock Holding History

Vision Financial Markets’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 		$110K Buy
3,289
+2,400
+270% +$97.6K 0.1% 99
2026
Q1 		$34.2K Hold
889
– – 0.03% 142
2025
Q4 		$44.1K Buy
889
+275
+45% +$15.6K 0.05% 124
2025
Q3 		$39.9K Hold
614
– – 0.03% 148
2025
Q2 		$37.6K Hold
614
– – 0.04% 144
2025
Q1 		$28.7K Buy
614
+150
+32% +$7.94K 0.03% 140
2024
Q4 		$24.6K Buy
+464
New +$21.9K 0.03% 136

Other funds holding IBIT

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
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
PO
PBCay One Dubai, United Arab Emirates $1.74B AUM

Vision Financial Markets's IBIT Position: Q2 2026 in Review

Vision Financial Markets increased its iShares Bitcoin Trust (IBIT) stake by 270% in Q2 2026, buying an estimated $97.6K and bringing the position to 3,289 shares worth $110K. The position accounts for 0.1% of the portfolio, ranked #99.

Vision Financial Markets first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. 569 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Vision Financial Markets held 3,289 shares of iShares Bitcoin Trust worth $110K as of Q2 2026.
  • Vision Financial Markets bought 2,400 iShares Bitcoin Trust shares in Q2 2026, an estimated $97.6K.
  • iShares Bitcoin Trust made up 0.1% of Vision Financial Markets's portfolio in Q2 2026, its #99 holding.
  • Vision Financial Markets first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • 569 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.