Berger Financial Group’s VanEck Bitcoin Trust HODL Stock Holding History

Berger Financial Group’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	$13.8M	Sell	828,848 -29,676	-3%	-$602K	0.7%	32
2026 Q1	$16.4M	Buy	858,524 +177,369	+26%	+$3.83M	0.92%	21
2025 Q4	$16.8M	Buy	681,155 +36,859	+6%	+$1.04M	0.97%	21
2025 Q3	$20.9M	Buy	644,296 +22,440	+4%	+$727K	1.25%	16
2025 Q2	$18.9M	Buy	621,856 +40,795	+7%	+$1.14M	1.22%	17
2025 Q1	$13.5M	Buy	581,061 +175,469	+43%	+$4.62M	0.94%	22
2024 Q4	$10.7M	Buy	405,592 +6,128	+2%	+$144K	0.74%	34
2024 Q3	$7.17M	Buy	+399,464	New	+$6.89M	0.52%	43

Other funds holding HODL

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Farringdon Capital London, United Kingdom $202M AUM 4.1% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

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

Berger Financial Group reduced its VanEck Bitcoin Trust (HODL) stake by 3.5% in Q2 2026, selling an estimated $602K and leaving 828,848 shares worth $13.8M. The position accounts for 0.7% of the portfolio, ranked #32.

Berger Financial Group first reported a position in HODL in Q3 2024 and has held it in 8 quarters since. The position peaked at $20.9M in Q3 2025. 128 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

Berger Financial Group held 828,848 shares of VanEck Bitcoin Trust worth $13.8M as of Q2 2026.
Berger Financial Group sold 29,676 VanEck Bitcoin Trust shares in Q2 2026, an estimated $602K.
VanEck Bitcoin Trust made up 0.7% of Berger Financial Group's portfolio in Q2 2026, its #32 holding.
Berger Financial Group first reported a position in VanEck Bitcoin Trust in Q3 2024 and has held it in 8 quarters since.
Berger Financial Group's VanEck Bitcoin Trust position peaked at $20.9M in Q3 2025.
128 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2026.

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