J. M. Brown & Associates’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

J. M. Brown & Associates’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	$360K	Buy	+13,874	New	+$440K	0.21%	127

Other funds holding BTC

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Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

J. M. Brown & Associates's BTC Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in Grayscale Bitcoin Mini Trust ETF (BTC) in Q2 2026: 13,874 shares worth $360K. The stake represents 0.21% of the portfolio and ranks #127 among its holdings.

441 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

J. M. Brown & Associates held 13,874 shares of Grayscale Bitcoin Mini Trust ETF worth $360K as of Q2 2026.
Grayscale Bitcoin Mini Trust ETF was a new J. M. Brown & Associates position in Q2 2026.
Grayscale Bitcoin Mini Trust ETF made up 0.21% of J. M. Brown & Associates's portfolio in Q2 2026, its #127 holding.
441 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.