CFG
BTC

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

Cooper Financial Group’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 		$978K Buy
37,686
+14,646
+64% +$465K 0.08% 176
2026
Q1 		$691K Buy
23,040
+8,669
+60% +$293K 0.07% 208
2025
Q4 		$557K Buy
14,371
+2,463
+21% +$109K 0.06% 228
2025
Q3 		$603K Buy
+11,908
New +$604K 0.07% 208

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

Cooper Financial Group's BTC Position: Q2 2026 in Review

Cooper Financial Group increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 64% in Q2 2026, buying an estimated $465K and bringing the position to 37,686 shares worth $978K. The position accounts for 0.08% of the portfolio, ranked #176.

Cooper Financial Group first reported a position in BTC in Q3 2025 and has held it in 4 quarters since. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Cooper Financial Group held 37,686 shares of Grayscale Bitcoin Mini Trust ETF worth $978K as of Q2 2026.
  • Cooper Financial Group bought 14,646 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $465K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.08% of Cooper Financial Group's portfolio in Q2 2026, its #176 holding.
  • Cooper Financial Group first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2025 and has held it in 4 quarters since.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.