BFA
BTC

Ballast Financial Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Ballast Financial Advisors’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
Q1 		– Sell
-5,514
Closed -$214K – 72
2025
Q4 		$214K Buy
+5,514
New +$244K 0.22% 69

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SPIA
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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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
Millennium Management
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Ballast Financial Advisors's BTC Position: Q1 2026 in Review

Ballast Financial Advisors sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q1 2026, closing a stake of 5,514 shares — an estimated $214K sold.

Ballast Financial Advisors first reported a position in BTC in Q4 2025 and held it in 1 quarter. The position peaked at $214K in Q4 2025. 490 funds tracked by Wall St. Rank hold BTC as of Q1 2026.

  • Ballast Financial Advisors reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q1 2026 after selling out during the quarter.
  • Ballast Financial Advisors sold 5,514 Grayscale Bitcoin Mini Trust ETF shares in Q1 2026, an estimated $214K.
  • Ballast Financial Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2025 and held it in 1 quarter.
  • Ballast Financial Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $214K in Q4 2025.
  • 490 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q1 2026.

Based on Ballast Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.