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Dogwood Wealth Management’s Franklin Bitcoin ETF EZBC Stock Holding History

Dogwood Wealth Management’s Portfolio EZBC Stock Details EZBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$225K Buy
6,622
+2,139
+48% +$88.7K 0.09% 76
2026
Q1 		$176K Buy
4,483
+1,534
+52% +$67.8K 0.08% 95
2025
Q4 		$149K Buy
2,949
+2,255
+325% +$131K 0.07% 95
2025
Q3 		$46K Hold
694
– – 0.02% 130
2025
Q2 		$43.7K Buy
+694
New +$39.6K 0.02% 127

Other funds holding EZBC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
VW
Vance Wealth Santa Clarita, California $444M AUM 23.83% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
TCM
Tuttle Capital Management Riverside, Connecticut $148M AUM 64.07% 1-Year Est. Return

Dogwood Wealth Management's EZBC Position: Q2 2026 in Review

Dogwood Wealth Management increased its Franklin Bitcoin ETF (EZBC) stake by 48% in Q2 2026, buying an estimated $88.7K and bringing the position to 6,622 shares worth $225K. The position accounts for 0.09% of the portfolio, ranked #76.

Dogwood Wealth Management first reported a position in EZBC in Q2 2025 and has held it in 5 quarters since. 74 funds tracked by Wall St. Rank hold EZBC as of Q2 2026.

  • Dogwood Wealth Management held 6,622 shares of Franklin Bitcoin ETF worth $225K as of Q2 2026.
  • Dogwood Wealth Management bought 2,139 Franklin Bitcoin ETF shares in Q2 2026, an estimated $88.7K.
  • Franklin Bitcoin ETF made up 0.09% of Dogwood Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Dogwood Wealth Management first reported a position in Franklin Bitcoin ETF in Q2 2025 and has held it in 5 quarters since.
  • 74 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.