AFC
BTC

Ares Financial Consulting’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Ares Financial Consulting’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 		$86.3K Buy
3,324
+1,697
+104% +$53.9K 0.06% 161
2026
Q1 		$49.1K Buy
1,627
+597
+58% +$20.2K 0.04% 217
2025
Q4 		$39.9K Buy
+1,030
New +$45.6K 0.04% 179

Other funds holding BTC

PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HFO
Heritage Family Offices Scottsdale, Arizona $259M AUM 24.39% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $231M AUM

Ares Financial Consulting's BTC Position: Q2 2026 in Review

Ares Financial Consulting increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 104% in Q2 2026, buying an estimated $53.9K and bringing the position to 3,324 shares worth $86.3K. The position accounts for 0.06% of the portfolio, ranked #161.

Ares Financial Consulting first reported a position in BTC in Q4 2025 and has held it in 3 quarters since. 258 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Ares Financial Consulting held 3,324 shares of Grayscale Bitcoin Mini Trust ETF worth $86.3K as of Q2 2026.
  • Ares Financial Consulting bought 1,697 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $53.9K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.06% of Ares Financial Consulting's portfolio in Q2 2026, its #161 holding.
  • Ares Financial Consulting first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2025 and has held it in 3 quarters since.
  • 258 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.