Concord Wealth Partners’s Bit Digital BTBT Stock Holding History

Concord Wealth Partners’s Portfolio BTBT Stock Details BTBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$353	Buy	+196	New	+$345	﹤0.01%	828
2026 Q1	–	Sell	-196	Closed	-$370	–	273
2025 Q4	$370	Hold	196	–	–	﹤0.01%	785
2025 Q3	$588	Hold	196	–	–	﹤0.01%	760
2025 Q2	$429	Hold	196	–	–	﹤0.01%	792
2025 Q1	$396	Hold	196	–	–	﹤0.01%	770
2024 Q4	$574	Hold	196	–	–	﹤0.01%	852
2024 Q3	$688	Hold	196	–	–	﹤0.01%	874
2024 Q2	$623	Hold	196	–	–	﹤0.01%	752
2024 Q1	$563	Buy	+196	New	+$540	﹤0.01%	810

Other funds holding BTBT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Concord Wealth Partners's BTBT Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Bit Digital (BTBT) in Q2 2026: 196 shares worth $353. The stake represents ﹤0.01% of the portfolio and ranks #828 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in BTBT as recently as Q4 2025.

Concord Wealth Partners first reported a position in BTBT in Q1 2024 and has held it in 9 quarters since. The position peaked at $688 in Q3 2024. 221 funds tracked by Wall St. Rank hold BTBT as of Q2 2026.

Concord Wealth Partners held 196 shares of Bit Digital worth $353 as of Q2 2026.
Bit Digital was a new Concord Wealth Partners position in Q2 2026.
Bit Digital made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #828 holding.
Concord Wealth Partners first reported a position in Bit Digital in Q1 2024 and has held it in 9 quarters since.
Concord Wealth Partners's Bit Digital position peaked at $688 in Q3 2024.
221 funds tracked by Wall St. Rank held Bit Digital as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.