Forum Financial Management’s Bit Digital BTBT Stock Holding History

Forum Financial Management’s Portfolio BTBT Stock Details BTBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$131K	Hold	100,000	–	–	﹤0.01%	314
2025 Q4	$189K	Hold	100,000	–	–	﹤0.01%	978
2025 Q3	$300K	Hold	100,000	–	–	﹤0.01%	738
2025 Q2	$219K	Hold	100,000	–	–	﹤0.01%	861
2025 Q1	$202K	Hold	100,000	–	–	﹤0.01%	816
2024 Q4	$293K	Hold	100,000	–	–	﹤0.01%	631
2024 Q3	$351K	Hold	100,000	–	–	0.01%	451
2024 Q2	$318K	Hold	100,000	–	–	0.01%	455
2024 Q1	$287K	Hold	100,000	–	–	﹤0.01%	520
2023 Q4	$423K	Hold	100,000	–	–	0.01%	344
2023 Q3	$214K	Buy	+100,000	New	+$314K	﹤0.01%	564

Other funds holding BTBT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return