Cyndeo Wealth Partners’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Cyndeo Wealth Partners’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	$612K	Sell	23,592 -1,848	-7%	-$58.7K	0.03%	321
2026 Q1	$763K	Buy	25,440 +6,974	+38%	+$236K	0.04%	267
2025 Q4	$715K	Buy	18,466 +1,409	+8%	+$62.4K	0.04%	279
2025 Q3	$864K	Buy	17,057 +3,585	+27%	+$182K	0.05%	254
2025 Q2	$643K	Buy	13,472 +903	+7%	+$39.4K	0.04%	278
2025 Q1	$459K	Buy	12,569 +3,139	+33%	+$130K	0.03%	311
2024 Q4	$395K	Buy	+9,430	New	+$347K	0.03%	330

Other funds holding BTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Bullish George Town $178M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Cyndeo Wealth Partners's BTC Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 7.3% in Q2 2026, selling an estimated $58.7K and leaving 23,592 shares worth $612K. The position accounts for 0.03% of the portfolio, ranked #321.

Cyndeo Wealth Partners first reported a position in BTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $864K in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

Cyndeo Wealth Partners held 23,592 shares of Grayscale Bitcoin Mini Trust ETF worth $612K as of Q2 2026.
Cyndeo Wealth Partners sold 1,848 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $58.7K.
Grayscale Bitcoin Mini Trust ETF made up 0.03% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #321 holding.
Cyndeo Wealth Partners first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2024 and has held it in 7 quarters since.
Cyndeo Wealth Partners's Grayscale Bitcoin Mini Trust ETF position peaked at $864K in Q3 2025.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.