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West Branch Capital’s iShares Bitcoin Trust IBIT Stock Holding History

West Branch Capital’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 		$15.9K Hold
479
– – ﹤0.01% 205
2026
Q1 		$18.4K Hold
479
– – ﹤0.01% 186
2025
Q4 		$23.8K Buy
+479
New +$27.2K 0.01% 180

Other funds holding IBIT

Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
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
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
PPA
Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 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 $44.6B AUM 28.94% 1-Year Est. Return
RSC
Rising Stella Capital Singapore $249M AUM

West Branch Capital's IBIT Position: Q2 2026 in Review

West Branch Capital held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 479 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #205.

West Branch Capital first reported a position in IBIT in Q4 2025 and has held it in 3 quarters since. The position peaked at $23.8K in Q4 2025. 816 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • West Branch Capital held 479 shares of iShares Bitcoin Trust worth $15.9K as of Q2 2026.
  • West Branch Capital left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #205 holding.
  • West Branch Capital first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • West Branch Capital's iShares Bitcoin Trust position peaked at $23.8K in Q4 2025.
  • 816 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.