Corient Private Wealth
BTC

Corient Private Wealth’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Corient Private Wealth’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 		$492K Sell
18,985
-4,301
-18% -$137K ﹤0.01% 2238
2026
Q1 		$536K Sell
23,286
-1,168
-5% -$39.5K ﹤0.01% 1996
2025
Q4 		$947K Buy
24,454
+16,731
+217% +$741K ﹤0.01% 1534
2025
Q3 		$391K Buy
7,723
+25
+0.3% +$1.27K ﹤0.01% 1955
2025
Q2 		$368K Buy
+7,698
New +$336K ﹤0.01% 1882
2025
Q1 		– Sell
-14,096
Closed -$73.2K – 2471
2024
Q4 		$73.2K Buy
14,096
+130
+0.9% +$4.79K ﹤0.01% 2253
2024
Q3 		$393K Buy
+13,966
New +$372K ﹤0.01% 1877

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

Corient Private Wealth's BTC Position: Q2 2026 in Review

Corient Private Wealth reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 18% in Q2 2026, selling an estimated $137K and leaving 18,985 shares worth $492K. The position accounts for ﹤0.01% of the portfolio, ranked #2238.

Corient Private Wealth first reported a position in BTC in Q3 2024 and has held it in 7 quarters since. The position peaked at $947K in Q4 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Corient Private Wealth held 18,985 shares of Grayscale Bitcoin Mini Trust ETF worth $492K as of Q2 2026.
  • Corient Private Wealth sold 4,301 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $137K.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2238 holding.
  • Corient Private Wealth first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 7 quarters since.
  • Corient Private Wealth's Grayscale Bitcoin Mini Trust ETF position peaked at $947K in Q4 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.