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Beaumont Financial Advisors’s VanEck Bitcoin Trust HODL Stock Holding History

Beaumont Financial Advisors’s Portfolio HODL Stock Details HODL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$261K Buy
15,717
+1,129
+8% +$22.9K 0.02% 327
2026
Q1 		$280K Buy
14,588
+280
+2% +$6.05K 0.02% 307
2025
Q4 		$354K Buy
+14,308
New +$405K 0.02% 275

Other funds holding HODL

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
FC
Farringdon Capital London, United Kingdom $202M AUM 4.1% 1-Year Est. Return

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

Beaumont Financial Advisors increased its VanEck Bitcoin Trust (HODL) stake by 7.7% in Q2 2026, buying an estimated $22.9K and bringing the position to 15,717 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #327.

Beaumont Financial Advisors first reported a position in HODL in Q4 2025 and has held it in 3 quarters since. The position peaked at $354K in Q4 2025. 128 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

  • Beaumont Financial Advisors held 15,717 shares of VanEck Bitcoin Trust worth $261K as of Q2 2026.
  • Beaumont Financial Advisors bought 1,129 VanEck Bitcoin Trust shares in Q2 2026, an estimated $22.9K.
  • VanEck Bitcoin Trust made up 0.02% of Beaumont Financial Advisors's portfolio in Q2 2026, its #327 holding.
  • Beaumont Financial Advisors first reported a position in VanEck Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • Beaumont Financial Advisors's VanEck Bitcoin Trust position peaked at $354K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2026.

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