Essex Financial Services’s Grayscale Bitcoin Trust GBTC Stock Holding History

Essex Financial Services’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	$511K	Sell	11,223 -96	-0.8%	-$5.35K	0.03%	478
2026 Q1	$597K	Hold	11,319	–	–	0.03%	408
2025 Q4	$774K	Hold	11,319	–	–	0.04%	341
2025 Q3	$1.02M	Sell	11,319 -710	-6%	-$63.9K	0.06%	259
2025 Q2	$1.02M	Buy	12,029 +50	+0.4%	+$3.89K	0.07%	251
2025 Q1	$781K	Sell	11,979 -480	-4%	-$35.4K	0.06%	288
2024 Q4	$922K	Buy	12,459 +285	+2%	+$18.8K	0.07%	247
2024 Q3	$653K	Buy	12,174 +264	+2%	+$12.8K	0.05%	324
2024 Q2	$510K	Buy	11,910 +3,987	+50%	+$210K	0.04%	372
2024 Q1	$452K	Buy	+7,923	New	+$349K	0.04%	344

Other funds holding GBTC

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

Essex Financial Services's GBTC Position: Q2 2026 in Review

Essex Financial Services reduced its Grayscale Bitcoin Trust (GBTC) stake by 0.85% in Q2 2026, selling an estimated $5.35K and leaving 11,223 shares worth $511K. The position accounts for 0.03% of the portfolio, ranked #478.

Essex Financial Services first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.02M in Q2 2025. 603 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Essex Financial Services held 11,223 shares of Grayscale Bitcoin Trust worth $511K as of Q2 2026.
Essex Financial Services sold 96 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $5.35K.
Grayscale Bitcoin Trust made up 0.03% of Essex Financial Services's portfolio in Q2 2026, its #478 holding.
Essex Financial Services first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Essex Financial Services's Grayscale Bitcoin Trust position peaked at $1.02M in Q2 2025.
603 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.