AFAS
BTC

Acorn Financial Advisory Services’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Acorn Financial Advisory Services’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 		$626K Buy
24,116
+825
+4% +$26.2K 0.08% 115
2026
Q1 		$698K Buy
23,291
+589
+3% +$19.9K 0.1% 95
2025
Q4 		$879K Buy
22,702
+426
+2% +$18.9K 0.13% 80
2025
Q3 		$1.13M Buy
22,276
+6,391
+40% +$324K 0.17% 63
2025
Q2 		$759K Buy
15,885
+837
+6% +$36.6K 0.12% 83
2025
Q1 		$549K Buy
15,048
+6,875
+84% +$284K 0.1% 102
2024
Q4 		$342K Buy
8,173
+2,482
+44% +$91.4K 0.06% 150
2024
Q3 		$160K Buy
+5,691
New +$152K 0.03% 203

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

Acorn Financial Advisory Services's BTC Position: Q2 2026 in Review

Acorn Financial Advisory Services increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 3.5% in Q2 2026, buying an estimated $26.2K and bringing the position to 24,116 shares worth $626K. The position accounts for 0.08% of the portfolio, ranked #115.

Acorn Financial Advisory Services first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.13M in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Acorn Financial Advisory Services held 24,116 shares of Grayscale Bitcoin Mini Trust ETF worth $626K as of Q2 2026.
  • Acorn Financial Advisory Services bought 825 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $26.2K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.08% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #115 holding.
  • Acorn Financial Advisory Services first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
  • Acorn Financial Advisory Services's Grayscale Bitcoin Mini Trust ETF position peaked at $1.13M in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.