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Abacus Wealth Partners’s Franklin Bitcoin ETF EZBC Stock Holding History

Abacus Wealth Partners’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 		$392K Sell
10,000
-6,000
-38% -$265K 0.04% 277
2025
Q4 		$810K Buy
16,000
+1,000
+7% +$57.9K 0.08% 130
2025
Q3 		$993K Buy
15,000
+5,000
+50% +$332K 0.14% 32
2025
Q2 		$624K Buy
+10,000
New +$571K 0.1% 47

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 Wealth Partners's EZBC Position: Q1 2026 in Review

Abacus Wealth Partners reduced its Franklin Bitcoin ETF (EZBC) stake by 38% in Q1 2026, selling an estimated $265K and leaving 10,000 shares worth $392K. The position accounts for 0.04% of the portfolio, ranked #277.

Abacus Wealth Partners first reported a position in EZBC in Q2 2025 and has held it in 4 quarters since. The position peaked at $993K in Q3 2025. 81 funds tracked by Wall St. Rank hold EZBC as of Q1 2026.

  • Abacus Wealth Partners held 10,000 shares of Franklin Bitcoin ETF worth $392K as of Q1 2026.
  • Abacus Wealth Partners sold 6,000 Franklin Bitcoin ETF shares in Q1 2026, an estimated $265K.
  • Franklin Bitcoin ETF made up 0.04% of Abacus Wealth Partners's portfolio in Q1 2026, its #277 holding.
  • Abacus Wealth Partners first reported a position in Franklin Bitcoin ETF in Q2 2025 and has held it in 4 quarters since.
  • Abacus Wealth Partners's Franklin Bitcoin ETF position peaked at $993K in Q3 2025.
  • 81 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q1 2026.

Based on Abacus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.