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 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 $133B AUM 72.99% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Farringdon Capital London, United Kingdom $457M AUM 6.46% 1-Year Est. Return

Berger Financial Group's HODL Position: Q1 2026 in Review

Berger Financial Group increased its VanEck Bitcoin Trust (HODL) stake by 26% in Q1 2026, buying an estimated $3.83M and bringing the position to 858,524 shares worth $16.4M. The position accounts for 0.92% of the portfolio, ranked #21.

Berger Financial Group first reported a position in HODL in Q3 2024 and has held it in 7 quarters since. The position peaked at $20.9M in Q3 2025. 127 funds tracked by Wall St. Rank hold HODL as of Q1 2026.

Berger Financial Group held 858,524 shares of VanEck Bitcoin Trust worth $16.4M as of Q1 2026.
Berger Financial Group bought 177,369 VanEck Bitcoin Trust shares in Q1 2026, an estimated $3.83M.
VanEck Bitcoin Trust made up 0.92% of Berger Financial Group's portfolio in Q1 2026, its #21 holding.
Berger Financial Group first reported a position in VanEck Bitcoin Trust in Q3 2024 and has held it in 7 quarters since.
Berger Financial Group's VanEck Bitcoin Trust position peaked at $20.9M in Q3 2025.
127 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.