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EverSource Wealth Advisors’s Bit Digital BTBT Stock Holding History

EverSource Wealth Advisors’s Portfolio BTBT Stock Details BTBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.13K Buy
4,516
+1,112
+33% +$1.96K ﹤0.01% 3027
2026
Q1 		$4.46K Buy
+3,404
New +$6.25K ﹤0.01% 3320
2025
Q4 		– Sell
-29
Closed -$87 – 4294
2025
Q3 		$87 Hold
29
– – ﹤0.01% 4213
2025
Q2 		$64 Sell
29
-210
-88% -$464 ﹤0.01% 4169
2025
Q1 		$483 Buy
239
+172
+257% +$496 ﹤0.01% 3470
2024
Q4 		$196 Buy
+67
New +$263 ﹤0.01% 3434

Other funds holding BTBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

EverSource Wealth Advisors's BTBT Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Bit Digital (BTBT) stake by 33% in Q2 2026, buying an estimated $1.96K and bringing the position to 4,516 shares worth $8.13K. The position accounts for ﹤0.01% of the portfolio, ranked #3027.

EverSource Wealth Advisors first reported a position in BTBT in Q4 2024 and has held it in 6 quarters since. 221 funds tracked by Wall St. Rank hold BTBT as of Q2 2026.

  • EverSource Wealth Advisors held 4,516 shares of Bit Digital worth $8.13K as of Q2 2026.
  • EverSource Wealth Advisors bought 1,112 Bit Digital shares in Q2 2026, an estimated $1.96K.
  • Bit Digital made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3027 holding.
  • EverSource Wealth Advisors first reported a position in Bit Digital in Q4 2024 and has held it in 6 quarters since.
  • 221 funds tracked by Wall St. Rank held Bit Digital as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.