FP
BTC

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

Financial Perspectives’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 		$1.97K Hold
76
– – ﹤0.01% 654
2026
Q1 		$2.28K Hold
76
– – ﹤0.01% 634
2025
Q4 		$2.94K Hold
76
– – ﹤0.01% 622
2025
Q3 		$3.85K Hold
76
– – ﹤0.01% 600
2025
Q2 		$3.63K Hold
76
– – ﹤0.01% 594
2025
Q1 		$2.77K Sell
76
-20
-21% -$825 ﹤0.01% 606
2024
Q4 		$4.02K Sell
96
-1
-1% -$37 ﹤0.01% 587
2024
Q3 		$2.73K Buy
+97
New +$2.58K ﹤0.01% 565

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 Perspectives's BTC Position: Q2 2026 in Review

Financial Perspectives held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q2 2026 at 76 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Financial Perspectives first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.02K in Q4 2024. 462 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Financial Perspectives held 76 shares of Grayscale Bitcoin Mini Trust ETF worth $1.97K as of Q2 2026.
  • Financial Perspectives left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #654 holding.
  • Financial Perspectives first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
  • Financial Perspectives's Grayscale Bitcoin Mini Trust ETF position peaked at $4.02K in Q4 2024.
  • 462 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.