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
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 $9.23B AUM 27.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $267M AUM 48.26% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Perspectives's BTC Position: Q1 2026 in Review

Financial Perspectives held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q1 2026 at 76 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Financial Perspectives first reported a position in BTC in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.02K in Q4 2024. 487 funds tracked by Wall St. Rank hold BTC as of Q1 2026.

  • Financial Perspectives held 76 shares of Grayscale Bitcoin Mini Trust ETF worth $2.28K as of Q1 2026.
  • Financial Perspectives left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q1 2026.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Financial Perspectives's portfolio in Q1 2026, its #634 holding.
  • Financial Perspectives first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 7 quarters since.
  • Financial Perspectives's Grayscale Bitcoin Mini Trust ETF position peaked at $4.02K in Q4 2024.
  • 487 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.