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 Q2	$180K	Hold	100,000	–	–	﹤0.01%	330
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 $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Forum Financial Management's BTBT Position: Q2 2026 in Review

Forum Financial Management held its Bit Digital (BTBT) position steady in Q2 2026 at 100,000 shares worth $180K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Forum Financial Management first reported a position in BTBT in Q3 2023 and has held it in 12 quarters since. The position peaked at $423K in Q4 2023. 221 funds tracked by Wall St. Rank hold BTBT as of Q2 2026.

Forum Financial Management held 100,000 shares of Bit Digital worth $180K as of Q2 2026.
Forum Financial Management left its Bit Digital share count unchanged in Q2 2026.
Bit Digital made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #330 holding.
Forum Financial Management first reported a position in Bit Digital in Q3 2023 and has held it in 12 quarters since.
Forum Financial Management's Bit Digital position peaked at $423K in Q4 2023.
221 funds tracked by Wall St. Rank held Bit Digital as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.