BFG
HODL icon

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

Bouchey 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 		$16.3M Buy
983,628
+26,031
+3% +$528K 1.06% 24
2026
Q1 		$19.5M Buy
957,597
+270,698
+39% +$5.85M 1.43% 19
2025
Q4 		$17M Buy
+686,899
New +$19.4M 1.27% 20

Other funds holding HODL

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

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

Bouchey Financial Group increased its VanEck Bitcoin Trust (HODL) stake by 2.7% in Q2 2026, buying an estimated $528K and bringing the position to 983,628 shares worth $16.3M. The position accounts for 1.06% of the portfolio, ranked #24.

Bouchey Financial Group first reported a position in HODL in Q4 2025 and has held it in 3 quarters since. The position peaked at $19.5M in Q1 2026. 39 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

  • Bouchey Financial Group held 983,628 shares of VanEck Bitcoin Trust worth $16.3M as of Q2 2026.
  • Bouchey Financial Group bought 26,031 VanEck Bitcoin Trust shares in Q2 2026, an estimated $528K.
  • VanEck Bitcoin Trust made up 1.06% of Bouchey Financial Group's portfolio in Q2 2026, its #24 holding.
  • Bouchey Financial Group first reported a position in VanEck Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • Bouchey Financial Group's VanEck Bitcoin Trust position peaked at $19.5M in Q1 2026.
  • 39 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2026.

Based on Bouchey Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.