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Carter Financial Group’s Bitwise Bitcoin ETF BITB Stock Holding History

Carter Financial Group’s Portfolio BITB Stock Details BITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.49M Buy
140,837
+4,567
+3% +$178K 2.33% 12
2026
Q1 		$5.02M Buy
136,270
+1,288
+1% +$53.4K 3.1% 7
2025
Q4 		$6.42M Buy
134,982
+5,548
+4% +$302K 3.81% 7
2025
Q3 		$8.05M Sell
129,434
-744
-0.6% -$46.3K 4.86% 4
2025
Q2 		$7.63M Buy
+130,178
New +$6.98M 4.99% 4

Other funds holding BITB

PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Carter Financial Group's BITB Position: Q2 2026 in Review

Carter Financial Group increased its Bitwise Bitcoin ETF (BITB) stake by 3.4% in Q2 2026, buying an estimated $178K and bringing the position to 140,837 shares worth $4.49M. The position accounts for 2.33% of the portfolio, ranked #12.

Carter Financial Group first reported a position in BITB in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.05M in Q3 2025. 271 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

  • Carter Financial Group held 140,837 shares of Bitwise Bitcoin ETF worth $4.49M as of Q2 2026.
  • Carter Financial Group bought 4,567 Bitwise Bitcoin ETF shares in Q2 2026, an estimated $178K.
  • Bitwise Bitcoin ETF made up 2.33% of Carter Financial Group's portfolio in Q2 2026, its #12 holding.
  • Carter Financial Group first reported a position in Bitwise Bitcoin ETF in Q2 2025 and has held it in 5 quarters since.
  • Carter Financial Group's Bitwise Bitcoin ETF position peaked at $8.05M in Q3 2025.
  • 271 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.