BFPW
BTC

BOK Financial Private Wealth’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

BOK Financial Private Wealth’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 		– Sell
-8
Closed -$240 – 814
2026
Q1 		$240 Buy
+8
New +$270 ﹤0.01% 424
2025
Q1 		– Sell
-20
Closed -$838 – 690
2024
Q4 		$838 Hold
20
– – ﹤0.01% 524
2024
Q3 		$563 Buy
+20
New +$533 ﹤0.01% 507

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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

BOK Financial Private Wealth's BTC Position: Q2 2026 in Review

BOK Financial Private Wealth sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q2 2026, closing a stake of 8 shares — an estimated $240 sold.

BOK Financial Private Wealth first reported a position in BTC in Q3 2024 and held it in 3 quarters. The position peaked at $838 in Q4 2024. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • BOK Financial Private Wealth reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q2 2026 after selling out during the quarter.
  • BOK Financial Private Wealth sold 8 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $240.
  • BOK Financial Private Wealth first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and held it in 3 quarters.
  • BOK Financial Private Wealth's Grayscale Bitcoin Mini Trust ETF position peaked at $838 in Q4 2024.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.