Berger Financial Group’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Berger Financial Group’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	$661K	Buy	25,473 +698	+3%	+$22.2K	0.03%	263
2026 Q1	$743K	Sell	24,775 -95	-0.4%	-$3.21K	0.04%	242
2025 Q4	$963K	Buy	24,870 +444	+2%	+$19.7K	0.06%	214
2025 Q3	$1.24M	Buy	24,426 +944	+4%	+$47.9K	0.07%	185
2025 Q2	$1.12M	Buy	23,482 +10,354	+79%	+$452K	0.07%	182
2025 Q1	$479K	Buy	+13,128	New	+$542K	0.03%	263
2024 Q4	–	Sell	-4,209	Closed	-$118K	–	439
2024 Q3	$118K	Buy	+4,209	New	+$112K	0.01%	389

Other funds holding BTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Bullish George Town $178M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Berger Financial Group's BTC Position: Q2 2026 in Review

Berger Financial Group increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 2.8% in Q2 2026, buying an estimated $22.2K and bringing the position to 25,473 shares worth $661K. The position accounts for 0.03% of the portfolio, ranked #263.

Berger Financial Group first reported a position in BTC in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.24M in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

Berger Financial Group held 25,473 shares of Grayscale Bitcoin Mini Trust ETF worth $661K as of Q2 2026.
Berger Financial Group bought 698 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $22.2K.
Grayscale Bitcoin Mini Trust ETF made up 0.03% of Berger Financial Group's portfolio in Q2 2026, its #263 holding.
Berger Financial Group first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 7 quarters since.
Berger Financial Group's Grayscale Bitcoin Mini Trust ETF position peaked at $1.24M in Q3 2025.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

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