HIIFS
BTC

Harel Insurance Investments & Financial Services’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Harel Insurance Investments & Financial Services’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 		$323K Sell
12,448
-85
-0.7% -$2.7K ﹤0.01% 297
2026
Q1 		$376K Buy
12,533
+3,849
+44% +$130K ﹤0.01% 237
2025
Q4 		$336K Buy
8,684
+5,500
+173% +$244K ﹤0.01% 247
2025
Q3 		$161K Buy
3,184
+2,688
+542% +$136K ﹤0.01% 312
2025
Q2 		$24K Buy
+496
New +$21.7K ﹤0.01% 388

Other funds holding BTC

PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HFO
Heritage Family Offices Scottsdale, Arizona $259M AUM 24.39% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
RWP
Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return

Harel Insurance Investments & Financial Services's BTC Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 0.68% in Q2 2026, selling an estimated $2.7K and leaving 12,448 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Harel Insurance Investments & Financial Services first reported a position in BTC in Q2 2025 and has held it in 5 quarters since. The position peaked at $376K in Q1 2026. 296 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Harel Insurance Investments & Financial Services held 12,448 shares of Grayscale Bitcoin Mini Trust ETF worth $323K as of Q2 2026.
  • Harel Insurance Investments & Financial Services sold 85 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $2.7K.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #297 holding.
  • Harel Insurance Investments & Financial Services first reported a position in Grayscale Bitcoin Mini Trust ETF in Q2 2025 and has held it in 5 quarters since.
  • Harel Insurance Investments & Financial Services's Grayscale Bitcoin Mini Trust ETF position peaked at $376K in Q1 2026.
  • 296 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.