Eagle Global Advisors’s VanEck Bitcoin Trust HODL Stock Holding History

Eagle Global Advisors’s Portfolio HODL Stock Details HODL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$736K	Buy	38,400 +7,900	+26%	+$171K	0.03%	180
2025 Q4	$754K	Buy	30,500 +6,200	+26%	+$176K	0.03%	187
2025 Q3	$787K	Buy	24,300 +6,700	+38%	+$217K	0.03%	179
2025 Q2	$536K	Hold	17,600	–	–	0.02%	189
2025 Q1	$410K	Hold	17,600	–	–	0.02%	212
2024 Q4	$465K	Buy	+17,600	New	+$413K	0.02%	200

Other funds holding HODL

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Eagle Global Advisors's HODL Position: Q1 2026 in Review

Eagle Global Advisors increased its VanEck Bitcoin Trust (HODL) stake by 26% in Q1 2026, buying an estimated $171K and bringing the position to 38,400 shares worth $736K. The position accounts for 0.03% of the portfolio, ranked #180.

Eagle Global Advisors first reported a position in HODL in Q4 2024 and has held it in 6 quarters since. The position peaked at $787K in Q3 2025. 127 funds tracked by Wall St. Rank hold HODL as of Q1 2026.

Eagle Global Advisors held 38,400 shares of VanEck Bitcoin Trust worth $736K as of Q1 2026.
Eagle Global Advisors bought 7,900 VanEck Bitcoin Trust shares in Q1 2026, an estimated $171K.
VanEck Bitcoin Trust made up 0.03% of Eagle Global Advisors's portfolio in Q1 2026, its #180 holding.
Eagle Global Advisors first reported a position in VanEck Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
Eagle Global Advisors's VanEck Bitcoin Trust position peaked at $787K in Q3 2025.
127 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q1 2026.

Based on Eagle Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.