COMPASS FINANCIAL MANAGEMENT LLC’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio BTC Stock Details BTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.4K	Buy	+508	New	+$16.1K	﹤0.01%	973

Other funds holding BTC

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's BTC Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Grayscale Bitcoin Mini Trust ETF (BTC) in Q2 2026: 508 shares worth $14.4K. The stake represents ﹤0.01% of the portfolio and ranks #973 among its holdings.

391 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 508 shares of Grayscale Bitcoin Mini Trust ETF worth $14.4K as of Q2 2026.
Grayscale Bitcoin Mini Trust ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #973 holding.
391 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.