KFP
BTC

Kerr Financial Planning’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Kerr Financial Planning’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 		$51.6K Sell
1,989
-20
-1% -$635 0.06% 180
2026
Q1 		$67.6K Sell
2,009
-12
-0.6% -$406 0.05% 155
2025
Q4 		$58.6K Buy
2,021
+285
+16% +$12.6K 0.08% 164
2025
Q3 		$72.2K Buy
+1,736
New +$88.1K 0.1% 140

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

Kerr Financial Planning's BTC Position: Q2 2026 in Review

Kerr Financial Planning reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 1% in Q2 2026, selling an estimated $635 and leaving 1,989 shares worth $51.6K. The position accounts for 0.06% of the portfolio, ranked #180.

Kerr Financial Planning first reported a position in BTC in Q3 2025 and has held it in 4 quarters since. The position peaked at $72.2K in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Kerr Financial Planning held 1,989 shares of Grayscale Bitcoin Mini Trust ETF worth $51.6K as of Q2 2026.
  • Kerr Financial Planning sold 20 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $635.
  • Grayscale Bitcoin Mini Trust ETF made up 0.06% of Kerr Financial Planning's portfolio in Q2 2026, its #180 holding.
  • Kerr Financial Planning first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Grayscale Bitcoin Mini Trust ETF position peaked at $72.2K in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.