FMP
BTC

Financial Management Professionals’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Financial Management Professionals’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
Q2 		$72.5K Sell
2,792
-258
-8% -$8.19K 0.01% 252
2026
Q1 		$91.5K Buy
3,050
+258
+9% +$8.72K 0.01% 202
2025
Q4 		$108K Sell
2,792
-226
-7% -$10K 0.01% 196
2025
Q3 		$153K Buy
3,018
+98
+3% +$4.97K 0.02% 171
2025
Q2 		$139K Sell
2,920
-1,772
-38% -$77.4K 0.02% 169
2025
Q1 		$171K Hold
4,692
– – 0.02% 148
2024
Q4 		$196K Sell
4,692
-2,384
-34% -$87.7K 0.02% 143
2024
Q3 		$199K Buy
+7,076
New +$189K 0.02% 141

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
B
Bullish George Town $178M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Financial Management Professionals's BTC Position: Q2 2026 in Review

Financial Management Professionals reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 8.5% in Q2 2026, selling an estimated $8.19K and leaving 2,792 shares worth $72.5K. The position accounts for 0.01% of the portfolio, ranked #252.

Financial Management Professionals first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $199K in Q3 2024. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Financial Management Professionals held 2,792 shares of Grayscale Bitcoin Mini Trust ETF worth $72.5K as of Q2 2026.
  • Financial Management Professionals sold 258 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $8.19K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.01% of Financial Management Professionals's portfolio in Q2 2026, its #252 holding.
  • Financial Management Professionals first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
  • Financial Management Professionals's Grayscale Bitcoin Mini Trust ETF position peaked at $199K in Q3 2024.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.