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Clearstead Advisors’s Bakkt Inc BKKT Stock Holding History

Clearstead Advisors’s Portfolio BKKT Stock Details BKKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$923 Buy
118
+9
+8% +$81 ﹤0.01% 2719
2026
Q1 		$803 Hold
109
– – ﹤0.01% 2075
2025
Q4 		$1.09K Sell
109
-182
-63% -$4.02K ﹤0.01% 2218
2025
Q3 		$9.79K Buy
+291
New +$4K ﹤0.01% 1937

Other funds holding BKKT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Clearstead Advisors's BKKT Position: Q2 2026 in Review

Clearstead Advisors increased its Bakkt Inc (BKKT) stake by 8.3% in Q2 2026, buying an estimated $81 and bringing the position to 118 shares worth $923. The position accounts for ﹤0.01% of the portfolio, ranked #2719.

Clearstead Advisors first reported a position in BKKT in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.79K in Q3 2025. 30 funds tracked by Wall St. Rank hold BKKT as of Q2 2026.

  • Clearstead Advisors held 118 shares of Bakkt Inc worth $923 as of Q2 2026.
  • Clearstead Advisors bought 9 Bakkt Inc shares in Q2 2026, an estimated $81.
  • Bakkt Inc made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2719 holding.
  • Clearstead Advisors first reported a position in Bakkt Inc in Q3 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Bakkt Inc position peaked at $9.79K in Q3 2025.
  • 30 funds tracked by Wall St. Rank held Bakkt Inc as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.