KFA
BTC

Kelleher Financial Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Kelleher Financial Advisors’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 		$102K Buy
3,920
+334
+9% +$10.6K 0.01% 368
2026
Q1 		$158K Sell
3,586
-1,026
-22% -$34.7K 0.04% 226
2025
Q4 		$179K Sell
4,612
-364
-7% -$16.1K 0.04% 229
2025
Q3 		$252K Buy
+4,976
New +$252K 0.06% 162

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

Kelleher Financial Advisors's BTC Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 9.3% in Q2 2026, buying an estimated $10.6K and bringing the position to 3,920 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #368.

Kelleher Financial Advisors first reported a position in BTC in Q3 2025 and has held it in 4 quarters since. The position peaked at $252K in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Kelleher Financial Advisors held 3,920 shares of Grayscale Bitcoin Mini Trust ETF worth $102K as of Q2 2026.
  • Kelleher Financial Advisors bought 334 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $10.6K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #368 holding.
  • Kelleher Financial Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2025 and has held it in 4 quarters since.
  • Kelleher Financial Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $252K in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.