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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
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

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
ML
MSRH LLC New York $113M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Essex Financial Services's GBTC Position: Q1 2026 in Review

Essex Financial Services held its Grayscale Bitcoin Trust (GBTC) position steady in Q1 2026 at 11,319 shares worth $597K. The position accounts for 0.03% of the portfolio, ranked #408.

Essex Financial Services first reported a position in GBTC in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.02M in Q2 2025. 650 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

  • Essex Financial Services held 11,319 shares of Grayscale Bitcoin Trust worth $597K as of Q1 2026.
  • Essex Financial Services left its Grayscale Bitcoin Trust share count unchanged in Q1 2026.
  • Grayscale Bitcoin Trust made up 0.03% of Essex Financial Services's portfolio in Q1 2026, its #408 holding.
  • Essex Financial Services first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • Essex Financial Services's Grayscale Bitcoin Trust position peaked at $1.02M in Q2 2025.
  • 650 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.