AFG
MSBT

Atomi Financial Group’s Morgan Stanley Bitcoin Trust MSBT Stock Holding History

Atomi Financial Group’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 		$196K Buy
+11,609
New +$240K 0.01% 1215

Other funds holding MSBT

AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 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
AC
Addison Capital Conshohocken, Pennsylvania $610M AUM 17.84% 1-Year Est. Return
ISS
Intesa Sanpaolo SpA. Turin, Italy $2.92B AUM
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FA
FF Advisors Manhattan Beach, California $267M AUM 22.35% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Atomi Financial Group's MSBT Position: Q2 2026 in Review

Atomi Financial Group opened a new position in Morgan Stanley Bitcoin Trust (MSBT) in Q2 2026: 11,609 shares worth $196K. The stake represents 0.01% of the portfolio and ranks #1215 among its holdings.

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

  • Atomi Financial Group held 11,609 shares of Morgan Stanley Bitcoin Trust worth $196K as of Q2 2026.
  • Morgan Stanley Bitcoin Trust was a new Atomi Financial Group position in Q2 2026.
  • Morgan Stanley Bitcoin Trust made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #1215 holding.
  • 13 funds tracked by Wall St. Rank held Morgan Stanley Bitcoin Trust as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.