Financial Management Professionals’s Grayscale Bitcoin Trust GBTC Stock Holding History

Financial Management Professionals’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 Q2	$998K	Hold	21,917	–	–	0.09%	69
2026 Q1	$1.16M	Sell	21,917 -500	-2%	-$29.8K	0.13%	59
2025 Q4	$1.53M	Sell	22,417 -125	-0.6%	-$9.8K	0.16%	53
2025 Q3	$2.02M	Buy	22,542 +386	+2%	+$34.7K	0.21%	44
2025 Q2	$1.88M	Sell	22,156 -1,260	-5%	-$98K	0.21%	44
2025 Q1	$1.53M	Sell	23,416 -48	-0.2%	-$3.54K	0.19%	44
2024 Q4	$1.74M	Sell	23,464 -11,015	-32%	-$726K	0.22%	47
2024 Q3	$1.74M	Sell	34,479 -4,791	-12%	-$233K	0.22%	46
2024 Q2	$1.89M	Sell	39,270 -503	-1%	-$26.5K	0.26%	41
2024 Q1	$2.27M	Buy	+39,773	New	+$1.75M	0.33%	40

Other funds holding GBTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Financial Management Professionals held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 21,917 shares worth $998K. The position accounts for 0.09% of the portfolio, ranked #69.

Financial Management Professionals first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.27M in Q1 2024. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Financial Management Professionals held 21,917 shares of Grayscale Bitcoin Trust worth $998K as of Q2 2026.
Financial Management Professionals left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
Grayscale Bitcoin Trust made up 0.09% of Financial Management Professionals's portfolio in Q2 2026, its #69 holding.
Financial Management Professionals first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Financial Management Professionals's Grayscale Bitcoin Trust position peaked at $2.27M in Q1 2024.
597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

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