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Abacus Planning Group’s Franklin Bitcoin ETF EZBC Stock Holding History

Abacus Planning Group’s Portfolio EZBC Stock Details EZBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$371K Hold
9,469
– – 0.05% 172
2025
Q4 		$479K Buy
+9,469
New +$549K 0.06% 139

Other funds holding EZBC

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
VW
Vance Wealth Santa Clarita, California $346M AUM 19.74% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return

Abacus Planning Group's EZBC Position: Q1 2026 in Review

Abacus Planning Group held its Franklin Bitcoin ETF (EZBC) position steady in Q1 2026 at 9,469 shares worth $371K. The position accounts for 0.05% of the portfolio, ranked #172.

Abacus Planning Group first reported a position in EZBC in Q4 2025 and has held it in 2 quarters since. The position peaked at $479K in Q4 2025. 81 funds tracked by Wall St. Rank hold EZBC as of Q1 2026.

  • Abacus Planning Group held 9,469 shares of Franklin Bitcoin ETF worth $371K as of Q1 2026.
  • Abacus Planning Group left its Franklin Bitcoin ETF share count unchanged in Q1 2026.
  • Franklin Bitcoin ETF made up 0.05% of Abacus Planning Group's portfolio in Q1 2026, its #172 holding.
  • Abacus Planning Group first reported a position in Franklin Bitcoin ETF in Q4 2025 and has held it in 2 quarters since.
  • Abacus Planning Group's Franklin Bitcoin ETF position peaked at $479K in Q4 2025.
  • 81 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q1 2026.

Based on Abacus Planning Group's 13F filing for Q1 2026, filed 8 Apr 2026.