BWP
BTC

Balboa Wealth Partners’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Balboa Wealth Partners’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 		$1.51M Buy
58,318
+7,985
+16% +$254K 0.21% 79
2026
Q1 		$1.51M Buy
50,333
+9,099
+22% +$307K 0.25% 69
2025
Q4 		$1.6M Sell
41,234
-3,243
-7% -$144K 0.26% 60
2025
Q3 		$2.25M Buy
44,477
+833
+2% +$42.3K 0.39% 46
2025
Q2 		$2.08M Buy
43,644
+823
+2% +$35.9K 0.42% 51
2025
Q1 		$1.56M Buy
42,821
+28,353
+196% +$1.17M 0.38% 50
2024
Q4 		$606K Buy
+14,468
New +$533K 0.14% 121

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

Balboa Wealth Partners's BTC Position: Q2 2026 in Review

Balboa Wealth Partners increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 16% in Q2 2026, buying an estimated $254K and bringing the position to 58,318 shares worth $1.51M. The position accounts for 0.21% of the portfolio, ranked #79.

Balboa Wealth Partners first reported a position in BTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.25M in Q3 2025. 463 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Balboa Wealth Partners held 58,318 shares of Grayscale Bitcoin Mini Trust ETF worth $1.51M as of Q2 2026.
  • Balboa Wealth Partners bought 7,985 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $254K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.21% of Balboa Wealth Partners's portfolio in Q2 2026, its #79 holding.
  • Balboa Wealth Partners first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2024 and has held it in 7 quarters since.
  • Balboa Wealth Partners's Grayscale Bitcoin Mini Trust ETF position peaked at $2.25M in Q3 2025.
  • 463 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.