HFO
BTC

Heritage Family Offices’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Heritage Family Offices’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 		$5.33M Buy
205,477
+76,289
+59% +$2.42M 2.06% 13
2026
Q1 		$3.87M Buy
+129,188
New +$4.37M 1.72% 14

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
B
Bullish George Town $178M AUM
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

Heritage Family Offices's BTC Position: Q2 2026 in Review

Heritage Family Offices increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 59% in Q2 2026, buying an estimated $2.42M and bringing the position to 205,477 shares worth $5.33M. The position accounts for 2.06% of the portfolio, ranked #13.

Heritage Family Offices first reported a position in BTC in Q1 2026 and has held it in 2 quarters since. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Heritage Family Offices held 205,477 shares of Grayscale Bitcoin Mini Trust ETF worth $5.33M as of Q2 2026.
  • Heritage Family Offices bought 76,289 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $2.42M.
  • Grayscale Bitcoin Mini Trust ETF made up 2.06% of Heritage Family Offices's portfolio in Q2 2026, its #13 holding.
  • Heritage Family Offices first reported a position in Grayscale Bitcoin Mini Trust ETF in Q1 2026 and has held it in 2 quarters since.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.