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
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

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
HHGC
Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Charles Schwab's NAKA Position: Q1 2026 in Review

Charles Schwab increased its Nakamoto Inc (NAKA) stake by 20% in Q1 2026, buying an estimated $132K and bringing the position to 62,226 shares worth $550K. The position accounts for ﹤0.01% of the portfolio, ranked #3081.

Charles Schwab first reported a position in NAKA in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.37M in Q3 2025. 61 funds tracked by Wall St. Rank hold NAKA as of Q1 2026.

  • Charles Schwab held 62,226 shares of Nakamoto Inc worth $550K as of Q1 2026.
  • Charles Schwab bought 10,462 Nakamoto Inc shares in Q1 2026, an estimated $132K.
  • Nakamoto Inc made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #3081 holding.
  • Charles Schwab first reported a position in Nakamoto Inc in Q3 2025 and has held it in 3 quarters since.
  • Charles Schwab's Nakamoto Inc position peaked at $2.37M in Q3 2025.
  • 61 funds tracked by Wall St. Rank held Nakamoto Inc as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.