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Fiduciary Financial Group’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Fiduciary Financial Group’s Portfolio BTC Stock Details BTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$209K Buy
+5,658
New +$178K 0.02% 380
2025
Q4 		– Sell
-4,018
Closed -$203K – 350
2025
Q3 		$203K Buy
+4,018
New +$204K 0.03% 315
2024
Q4 		– Sell
-2,515
Closed -$69.4K – 303
2024
Q3 		$69.4K Buy
+2,515
New +$67K 0.02% 256

Other funds holding BTC

RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $193M AUM 6.98% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
RF
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

Fiduciary Financial Group's BTC Position: Q3 2026 in Review

Fiduciary Financial Group opened a new position in Grayscale Bitcoin Mini Trust ETF (BTC) in Q3 2026: 5,658 shares worth $209K. The stake represents 0.02% of the portfolio and ranks #380 among its holdings. This is a return to the name: Fiduciary Financial Group previously reported a position in BTC as recently as Q3 2025.

Fiduciary Financial Group first reported a position in BTC in Q3 2024 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold BTC as of Q3 2026.

  • Fiduciary Financial Group held 5,658 shares of Grayscale Bitcoin Mini Trust ETF worth $209K as of Q3 2026.
  • Grayscale Bitcoin Mini Trust ETF was a new Fiduciary Financial Group position in Q3 2026.
  • Grayscale Bitcoin Mini Trust ETF made up 0.02% of Fiduciary Financial Group's portfolio in Q3 2026, its #380 holding.
  • Fiduciary Financial Group first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 3 quarters since.
  • 58 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q3 2026.

Based on Fiduciary Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.