Addison Capital
MSBT icon

Addison Capital’s Morgan Stanley Bitcoin Trust MSBT Stock Holding History

Addison Capital’s Portfolio MSBT Stock Details MSBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$459K Buy
19,165
+9
+0% +$184 0.1% 109
2026
Q2 		$323K Buy
+19,156
New +$396K 0.05% 159

Other funds holding MSBT

Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Palatine Hill Wealth Management
Palatine Hill Wealth Management Birmingham, Michigan $139M AUM 13.59% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
Eagle Global Advisors
Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
Rothschild Investment LLC
Rothschild Investment LLC Chicago, Illinois $2.69B AUM 27.79% 1-Year Est. Return
Decker Wealth Management LLC
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
FA
FF Advisors Manhattan Beach, California $273M AUM 14.87% 1-Year Est. Return

Addison Capital's MSBT Position: Q3 2026 in Review

Addison Capital increased its Morgan Stanley Bitcoin Trust (MSBT) stake by 0.05% in Q3 2026, buying an estimated $184 and bringing the position to 19,165 shares worth $459K. The position accounts for 0.1% of the portfolio, ranked #109.

Addison Capital first reported a position in MSBT in Q2 2026 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold MSBT as of Q3 2026.

  • Addison Capital held 19,165 shares of Morgan Stanley Bitcoin Trust worth $459K as of Q3 2026.
  • Addison Capital bought 9 Morgan Stanley Bitcoin Trust shares in Q3 2026, an estimated $184.
  • Morgan Stanley Bitcoin Trust made up 0.1% of Addison Capital's portfolio in Q3 2026, its #109 holding.
  • Addison Capital first reported a position in Morgan Stanley Bitcoin Trust in Q2 2026 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held Morgan Stanley Bitcoin Trust as of Q3 2026.

Based on Addison Capital's 13F filing for Q3 2026, filed 9 Nov 2026.