CF
BTC

Convergence Financial’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Convergence Financial’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 		$530K Buy
20,432
+10,216
+100% +$324K 0.04% 170
2026
Q1 		$306K Sell
10,216
-38
-0.4% -$1.28K 0.03% 183
2025
Q4 		$397K Hold
10,254
– – 0.06% 141
2025
Q3 		$519K Sell
10,254
-37
-0.4% -$1.88K 0.08% 122
2025
Q2 		$491K Sell
10,291
-697
-6% -$30.4K 0.08% 116
2025
Q1 		$401K Sell
10,988
-429
-4% -$17.7K 0.08% 118
2024
Q4 		$478K Sell
11,417
-288
-2% -$10.6K 0.1% 93
2024
Q3 		$329K Buy
+11,705
New +$312K 0.07% 112

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

Convergence Financial's BTC Position: Q2 2026 in Review

Convergence Financial increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 100% in Q2 2026, buying an estimated $324K and bringing the position to 20,432 shares worth $530K. The position accounts for 0.04% of the portfolio, ranked #170.

Convergence Financial first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Convergence Financial held 20,432 shares of Grayscale Bitcoin Mini Trust ETF worth $530K as of Q2 2026.
  • Convergence Financial bought 10,216 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $324K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.04% of Convergence Financial's portfolio in Q2 2026, its #170 holding.
  • Convergence Financial first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.