Commonwealth Equity Services’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Commonwealth Equity Services’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	$1.8M	Sell	69,336 -10,511	-13%	-$334K	﹤0.01%	2220
2026 Q1	$2.39M	Buy	79,847 +619	+0.8%	+$20.9K	﹤0.01%	1853
2025 Q4	$3.07M	Buy	79,228 +9,759	+14%	+$432K	﹤0.01%	1666
2025 Q3	$3.52M	Sell	69,469 -6,116	-8%	-$310K	﹤0.01%	1604
2025 Q2	$3.61M	Buy	75,585 +3,667	+5%	+$160K	﹤0.01%	1562
2025 Q1	$2.62M	Buy	71,918 +9,412	+15%	+$388K	﹤0.01%	1715
2024 Q4	$2.62M	Buy	62,506 +6,033	+11%	+$222K	﹤0.01%	1681
2024 Q3	$1.59M	Buy	+56,473	New	+$1.51M	﹤0.01%	1982

Other funds holding BTC

HKAM

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

Bullish George Town $178M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

SDH

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Commonwealth Equity Services's BTC Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 13% in Q2 2026, selling an estimated $334K and leaving 69,336 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2220.

Commonwealth Equity Services first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.61M in Q2 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

Commonwealth Equity Services held 69,336 shares of Grayscale Bitcoin Mini Trust ETF worth $1.8M as of Q2 2026.
Commonwealth Equity Services sold 10,511 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $334K.
Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2220 holding.
Commonwealth Equity Services first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
Commonwealth Equity Services's Grayscale Bitcoin Mini Trust ETF position peaked at $3.61M in Q2 2025.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.