Commonwealth Equity Services’s VanEck Bitcoin Trust HODL Stock Holding History

Commonwealth Equity Services’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	$816K	Sell	49,154 -4,816	-9%	-$97.8K	﹤0.01%	2881
2026 Q1	$1.03M	Sell	53,970 -4,363	-7%	-$94.2K	﹤0.01%	2595
2025 Q4	$1.44M	Buy	58,333 +237	+0.4%	+$6.71K	﹤0.01%	2264
2025 Q3	$1.88M	Buy	58,096 +18,289	+46%	+$593K	﹤0.01%	2046
2025 Q2	$1.21M	Buy	39,807 +960	+2%	+$26.8K	﹤0.01%	2404
2025 Q1	$906K	Buy	38,847 +1,487	+4%	+$39.2K	﹤0.01%	2537
2024 Q4	$987K	Buy	37,360 +12,300	+49%	+$289K	﹤0.01%	2394
2024 Q3	$450K	Buy	25,060 +11,428	+84%	+$197K	﹤0.01%	2972
2024 Q2	$231K	Buy	13,632 +2,140	+19%	+$39.7K	﹤0.01%	3530
2024 Q1	$231K	Buy	+11,492	New	+$178K	﹤0.01%	3507

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 $7.25B AUM 20.71% 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

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

Commonwealth Equity Services reduced its VanEck Bitcoin Trust (HODL) stake by 8.9% in Q2 2026, selling an estimated $97.8K and leaving 49,154 shares worth $816K. The position accounts for ﹤0.01% of the portfolio, ranked #2881.

Commonwealth Equity Services first reported a position in HODL in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.88M in Q3 2025. 128 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

Commonwealth Equity Services held 49,154 shares of VanEck Bitcoin Trust worth $816K as of Q2 2026.
Commonwealth Equity Services sold 4,816 VanEck Bitcoin Trust shares in Q2 2026, an estimated $97.8K.
VanEck Bitcoin Trust made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2881 holding.
Commonwealth Equity Services first reported a position in VanEck Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Commonwealth Equity Services's VanEck Bitcoin Trust position peaked at $1.88M in Q3 2025.
128 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2026.

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