BFA
BTC

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

Beaumont 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
Q2 		$3.76M Sell
145,081
-1,866
-1% -$59.2K 0.24% 73
2026
Q1 		$4.41M Buy
146,947
+47,943
+48% +$1.62M 0.3% 63
2025
Q4 		$3.83M Sell
99,004
-23,283
-19% -$1.03M 0.25% 63
2025
Q3 		$6.19M Buy
122,287
+5,570
+5% +$283K 0.41% 49
2025
Q2 		$5.57M Sell
116,717
-4,516
-4% -$197K 0.4% 48
2025
Q1 		$4.42M Buy
121,233
+700
+0.6% +$28.9K 0.35% 58
2024
Q4 		$5.05M Buy
+120,533
New +$4.44M 0.38% 52

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

Beaumont Financial Advisors's BTC Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 1.3% in Q2 2026, selling an estimated $59.2K and leaving 145,081 shares worth $3.76M. The position accounts for 0.24% of the portfolio, ranked #73.

Beaumont Financial Advisors first reported a position in BTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.19M in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Beaumont Financial Advisors held 145,081 shares of Grayscale Bitcoin Mini Trust ETF worth $3.76M as of Q2 2026.
  • Beaumont Financial Advisors sold 1,866 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $59.2K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.24% of Beaumont Financial Advisors's portfolio in Q2 2026, its #73 holding.
  • Beaumont Financial Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2024 and has held it in 7 quarters since.
  • Beaumont Financial Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $6.19M in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

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