CRI
BTC

Commonwealth Retirement Investments’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Commonwealth Retirement Investments’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 		$3.42K Buy
+132
New +$4.19K ﹤0.01% 363
2026
Q1 		– Sell
-132
Closed -$5.11K – 428
2025
Q4 		$5.11K Buy
+132
New +$5.85K ﹤0.01% 363

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
B
Bullish George Town $178M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
TI
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Commonwealth Retirement Investments's BTC Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in Grayscale Bitcoin Mini Trust ETF (BTC) in Q2 2026: 132 shares worth $3.42K. The stake represents ﹤0.01% of the portfolio and ranks #363 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in BTC as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in BTC in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.11K in Q4 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Commonwealth Retirement Investments held 132 shares of Grayscale Bitcoin Mini Trust ETF worth $3.42K as of Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF was a new Commonwealth Retirement Investments position in Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #363 holding.
  • Commonwealth Retirement Investments first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2025 and has held it in 2 quarters since.
  • Commonwealth Retirement Investments's Grayscale Bitcoin Mini Trust ETF position peaked at $5.11K in Q4 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.