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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
Q3 		$1.39M Sell
37,491
-195
-0.5% -$6.14K 0.11% 137
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

RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

Cooper Financial Group's BTC Position: Q3 2026 in Review

Cooper Financial Group reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 0.52% in Q3 2026, selling an estimated $6.14K and leaving 37,491 shares worth $1.39M. The position accounts for 0.11% of the portfolio, ranked #137.

Cooper Financial Group first reported a position in BTC in Q3 2025 and has held it in 5 quarters since. 27 funds tracked by Wall St. Rank hold BTC as of Q3 2026.

  • Cooper Financial Group held 37,491 shares of Grayscale Bitcoin Mini Trust ETF worth $1.39M as of Q3 2026.
  • Cooper Financial Group sold 195 Grayscale Bitcoin Mini Trust ETF shares in Q3 2026, an estimated $6.14K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.11% of Cooper Financial Group's portfolio in Q3 2026, its #137 holding.
  • Cooper Financial Group first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2025 and has held it in 5 quarters since.
  • 27 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.