Equita Financial Network’s Grayscale Bitcoin Trust GBTC Stock Holding History

Equita Financial Network’s Portfolio GBTC Stock Details GBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$280K	Buy	+6,157	New	+$343K	0.08%	80
2026 Q1	–	Sell	-6,157	Closed	-$421K	–	92
2025 Q4	$421K	Hold	6,157	–	–	0.13%	65
2025 Q3	$553K	Sell	6,157 -263	-4%	-$23.7K	0.19%	56
2025 Q2	$545K	Hold	6,420	–	–	0.22%	53
2025 Q1	$418K	Sell	6,420 -2	-0%	-$147	0.15%	63
2024 Q4	$475K	Buy	+6,422	New	+$423K	0.17%	58

Other funds holding GBTC

HKAM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Equita Financial Network's GBTC Position: Q2 2026 in Review

Equita Financial Network opened a new position in Grayscale Bitcoin Trust (GBTC) in Q2 2026: 6,157 shares worth $280K. The stake represents 0.08% of the portfolio and ranks #80 among its holdings. This is a return to the name: Equita Financial Network previously reported a position in GBTC as recently as Q4 2025.

Equita Financial Network first reported a position in GBTC in Q4 2024 and has held it in 6 quarters since. The position peaked at $553K in Q3 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Equita Financial Network held 6,157 shares of Grayscale Bitcoin Trust worth $280K as of Q2 2026.
Grayscale Bitcoin Trust was a new Equita Financial Network position in Q2 2026.
Grayscale Bitcoin Trust made up 0.08% of Equita Financial Network's portfolio in Q2 2026, its #80 holding.
Equita Financial Network first reported a position in Grayscale Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
Equita Financial Network's Grayscale Bitcoin Trust position peaked at $553K in Q3 2025.
597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Equita Financial Network's 13F filing for Q2 2026, filed 29 Jul 2026.