Charles Schwab
NAKA

Charles Schwab’s Nakamoto Inc NAKA Stock Holding History

Charles Schwab’s Portfolio NAKA Stock Details NAKA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$244K Sell
61,799
-427
-0.7% -$2.85K ﹤0.01% 3355
2026
Q1 		$550K Buy
62,226
+10,462
+20% +$132K ﹤0.01% 3081
2025
Q4 		$727K Sell
51,764
-3,671
-7% -$95.9K ﹤0.01% 3032
2025
Q3 		$2.37M Buy
+55,435
New +$17.6M ﹤0.01% 2709

Other funds holding NAKA

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
YAG
Yorkville Advisors Global Mountainside, New Jersey $86.2M AUM 41.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Charles Schwab's NAKA Position: Q2 2026 in Review

Charles Schwab reduced its Nakamoto Inc (NAKA) stake by 0.69% in Q2 2026, selling an estimated $2.85K and leaving 61,799 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #3355.

Charles Schwab first reported a position in NAKA in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.37M in Q3 2025. 34 funds tracked by Wall St. Rank hold NAKA as of Q2 2026.

  • Charles Schwab held 61,799 shares of Nakamoto Inc worth $244K as of Q2 2026.
  • Charles Schwab sold 427 Nakamoto Inc shares in Q2 2026, an estimated $2.85K.
  • Nakamoto Inc made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3355 holding.
  • Charles Schwab first reported a position in Nakamoto Inc in Q3 2025 and has held it in 4 quarters since.
  • Charles Schwab's Nakamoto Inc position peaked at $2.37M in Q3 2025.
  • 34 funds tracked by Wall St. Rank held Nakamoto Inc as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.