EFS
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Essex Financial Services’s VanEck Bitcoin Trust HODL Stock Holding History

Essex Financial Services’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
2025
Q4 		– Sell
-6,880
Closed -$223K – 795
2025
Q3 		$223K Sell
6,880
-3,672
-35% -$119K 0.01% 681
2025
Q2 		$322K Buy
10,552
+1,560
+17% +$43.5K 0.02% 529
2025
Q1 		$210K Sell
8,992
-2,916
-24% -$76.8K 0.02% 596
2024
Q4 		$315K Buy
+11,908
New +$280K 0.02% 480

Other funds holding HODL

NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Essex Financial Services's HODL Position: Q4 2025 in Review

Essex Financial Services sold out of VanEck Bitcoin Trust (HODL) in Q4 2025, closing a stake of 6,880 shares — an estimated $223K sold.

Essex Financial Services first reported a position in HODL in Q4 2024 and held it in 4 quarters. The position peaked at $322K in Q2 2025. 133 funds tracked by Wall St. Rank hold HODL as of Q4 2025.

  • Essex Financial Services reported no remaining VanEck Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
  • Essex Financial Services sold 6,880 VanEck Bitcoin Trust shares in Q4 2025, an estimated $223K.
  • Essex Financial Services first reported a position in VanEck Bitcoin Trust in Q4 2024 and held it in 4 quarters.
  • Essex Financial Services's VanEck Bitcoin Trust position peaked at $322K in Q2 2025.
  • 133 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q4 2025.

Based on Essex Financial Services's 13F filing for Q4 2025, filed 10 Feb 2026.