Colonial Trust’s Morgan Stanley Bitcoin Trust MSBT Stock Holding History

Colonial Trust’s Portfolio MSBT Stock Details MSBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.78K	Buy	+74	New	+$1.51K	﹤0.01%	1026

Other funds holding MSBT

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Palatine Hill Wealth Management Birmingham, Michigan $139M AUM 13.59% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Addison Capital Conshohocken, Pennsylvania $447M AUM 12.2% 1-Year Est. Return

Rothschild Investment LLC Chicago, Illinois $2.69B AUM 27.79% 1-Year Est. Return

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Colonial Trust's MSBT Position: Q3 2026 in Review

Colonial Trust opened a new position in Morgan Stanley Bitcoin Trust (MSBT) in Q3 2026: 74 shares worth $1.78K. The stake represents ﹤0.01% of the portfolio and ranks #1026 among its holdings.

18 funds tracked by Wall St. Rank hold MSBT as of Q3 2026.

Colonial Trust held 74 shares of Morgan Stanley Bitcoin Trust worth $1.78K as of Q3 2026.
Morgan Stanley Bitcoin Trust was a new Colonial Trust position in Q3 2026.
Morgan Stanley Bitcoin Trust made up ﹤0.01% of Colonial Trust's portfolio in Q3 2026, its #1026 holding.
18 funds tracked by Wall St. Rank held Morgan Stanley Bitcoin Trust as of Q3 2026.

Based on Colonial Trust's 13F filing for Q3 2026, filed 10 Nov 2026.