AF
MSBT

Allworth Financial’s Morgan Stanley Bitcoin Trust MSBT Stock Holding History

Allworth Financial’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
Q2 		$7.55K Buy
+448
New +$9.25K ﹤0.01% 3903

Other funds holding MSBT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
PHWM
Palatine Hill Wealth Management Birmingham, Michigan $124M AUM
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Allworth Financial's MSBT Position: Q2 2026 in Review

Allworth Financial opened a new position in Morgan Stanley Bitcoin Trust (MSBT) in Q2 2026: 448 shares worth $7.55K. The stake represents ﹤0.01% of the portfolio and ranks #3903 among its holdings.

25 funds tracked by Wall St. Rank hold MSBT as of Q2 2026.

  • Allworth Financial held 448 shares of Morgan Stanley Bitcoin Trust worth $7.55K as of Q2 2026.
  • Morgan Stanley Bitcoin Trust was a new Allworth Financial position in Q2 2026.
  • Morgan Stanley Bitcoin Trust made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3903 holding.
  • 25 funds tracked by Wall St. Rank held Morgan Stanley Bitcoin Trust as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.