Jones Financial Companies
BTC

Jones Financial Companies’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Jones Financial Companies’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 		$5.46K Sell
207
-3
-1% -$95 ﹤0.01% 4052
2026
Q1 		$6.13K Buy
+210
New +$7.1K ﹤0.01% 3767
2025
Q2 		– Sell
-45
Closed -$1.67K – 4185
2025
Q1 		$1.67K Buy
+45
New +$1.86K ﹤0.01% 3290
2024
Q4 		– Sell
-36
Closed -$1.06K – 3525
2024
Q3 		$1.06K Buy
+36
New +$959 ﹤0.01% 2800

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B
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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

Jones Financial Companies's BTC Position: Q2 2026 in Review

Jones Financial Companies reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 1.4% in Q2 2026, selling an estimated $95 and leaving 207 shares worth $5.46K. The position accounts for ﹤0.01% of the portfolio, ranked #4052.

Jones Financial Companies first reported a position in BTC in Q3 2024 and has held it in 4 quarters since. The position peaked at $6.13K in Q1 2026. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Jones Financial Companies held 207 shares of Grayscale Bitcoin Mini Trust ETF worth $5.46K as of Q2 2026.
  • Jones Financial Companies sold 3 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $95.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4052 holding.
  • Jones Financial Companies first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 4 quarters since.
  • Jones Financial Companies's Grayscale Bitcoin Mini Trust ETF position peaked at $6.13K in Q1 2026.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.