APG
BTC

Abacus Planning Group’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Abacus Planning Group’s Portfolio BTC Stock Details BTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.58M Buy
99,249
+19
+0% +$603 0.32% 46
2026
Q1 		$2.98M Buy
99,230
+93,163
+1,536% +$3.15M 0.4% 36
2025
Q4 		$235K Hold
6,067
– – 0.03% 229
2025
Q3 		$307K Hold
6,067
– – 0.04% 187
2025
Q2 		$290K Hold
6,067
– – 0.04% 187
2025
Q1 		$221K Buy
6,067
+23
+0.4% +$949 0.04% 195
2024
Q4 		$253K Buy
+6,044
New +$222K 0.04% 178

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
B
Bullish George Town $178M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Abacus Planning Group's BTC Position: Q2 2026 in Review

Abacus Planning Group increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 0.02% in Q2 2026, buying an estimated $603 and bringing the position to 99,249 shares worth $2.58M. The position accounts for 0.32% of the portfolio, ranked #46.

Abacus Planning Group first reported a position in BTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.98M in Q1 2026. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Abacus Planning Group held 99,249 shares of Grayscale Bitcoin Mini Trust ETF worth $2.58M as of Q2 2026.
  • Abacus Planning Group bought 19 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $603.
  • Grayscale Bitcoin Mini Trust ETF made up 0.32% of Abacus Planning Group's portfolio in Q2 2026, its #46 holding.
  • Abacus Planning Group first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2024 and has held it in 7 quarters since.
  • Abacus Planning Group's Grayscale Bitcoin Mini Trust ETF position peaked at $2.98M in Q1 2026.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.