FFG
BTC

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

Fortem 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
Q2 		– Sell
-8,776
Closed -$263K – 194
2026
Q1 		$263K Buy
8,776
+480
+6% +$16.2K 0.07% 156
2025
Q4 		$321K Buy
8,296
+1,500
+22% +$66.5K 0.09% 138
2025
Q3 		$344K Sell
6,796
-205
-3% -$10.4K 0.1% 128
2025
Q2 		$334K Buy
7,001
+661
+10% +$28.9K 0.11% 128
2025
Q1 		$231K Buy
6,340
+130
+2% +$5.36K 0.09% 171
2024
Q4 		$260K Buy
6,210
+610
+11% +$22.5K 0.1% 156
2024
Q3 		$158K Buy
+5,600
New +$149K 0.06% 171

Other funds holding BTC

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B
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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

Fortem Financial Group's BTC Position: Q2 2026 in Review

Fortem Financial Group sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q2 2026, closing a stake of 8,776 shares — an estimated $263K sold.

Fortem Financial Group first reported a position in BTC in Q3 2024 and held it in 7 quarters. The position peaked at $344K in Q3 2025. 462 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Fortem Financial Group reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q2 2026 after selling out during the quarter.
  • Fortem Financial Group sold 8,776 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $263K.
  • Fortem Financial Group first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and held it in 7 quarters.
  • Fortem Financial Group's Grayscale Bitcoin Mini Trust ETF position peaked at $344K in Q3 2025.
  • 462 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.