Chicago Partners Investment Group’s VanEck Bitcoin Trust HODL Stock Holding History

Chicago Partners Investment 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	$1.95M	Buy	106,259 +17,605	+20%	+$357K	0.04%	378
2026 Q1	$1.98M	Buy	88,654 +14,041	+19%	+$303K	0.04%	330
2025 Q4	$1.89M	Buy	74,613 +9,455	+15%	+$268K	0.05%	302
2025 Q3	$2.09M	Buy	65,158 +27,077	+71%	+$877K	0.05%	268
2025 Q2	$1.28M	Buy	+38,081	New	+$1.06M	0.04%	343

Other funds holding HODL

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Farringdon Capital London, United Kingdom $202M AUM 4.1% 1-Year Est. Return

Chicago Partners Investment Group's HODL Position: Q2 2026 in Review

Chicago Partners Investment Group increased its VanEck Bitcoin Trust (HODL) stake by 20% in Q2 2026, buying an estimated $357K and bringing the position to 106,259 shares worth $1.95M. The position accounts for 0.04% of the portfolio, ranked #378.

Chicago Partners Investment Group first reported a position in HODL in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.09M in Q3 2025. 128 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

Chicago Partners Investment Group held 106,259 shares of VanEck Bitcoin Trust worth $1.95M as of Q2 2026.
Chicago Partners Investment Group bought 17,605 VanEck Bitcoin Trust shares in Q2 2026, an estimated $357K.
VanEck Bitcoin Trust made up 0.04% of Chicago Partners Investment Group's portfolio in Q2 2026, its #378 holding.
Chicago Partners Investment Group first reported a position in VanEck Bitcoin Trust in Q2 2025 and has held it in 5 quarters since.
Chicago Partners Investment Group's VanEck Bitcoin Trust position peaked at $2.09M in Q3 2025.
128 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.