Kestra Advisory Services’s Grayscale Bitcoin Trust GBTC Stock Holding History

Kestra Advisory Services’s Portfolio GBTC Stock Details GBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.32M	Sell	94,966 -10,876	-10%	-$606K	0.01%	923
2026 Q1	$5.58M	Buy	105,842 +5,105	+5%	+$304K	0.02%	738
2025 Q4	$6.89M	Sell	100,737 -699	-0.7%	-$54.8K	0.03%	571
2025 Q3	$9.11M	Sell	101,436 -23,271	-19%	-$2.09M	0.04%	432
2025 Q2	$10.6M	Sell	124,707 -24,904	-17%	-$1.94M	0.05%	362
2025 Q1	$9.75M	Sell	149,611 -15,455	-9%	-$1.14M	0.05%	356
2024 Q4	$12.2M	Buy	165,066 +35,350	+27%	+$2.33M	0.07%	305
2024 Q3	$6.55M	Sell	129,716 -50,591	-28%	-$2.46M	0.04%	502
2024 Q2	$8.15M	Sell	180,307 -9,553	-5%	-$503K	0.05%	419
2024 Q1	$10.8M	Buy	+189,860	New	+$8.35M	0.07%	288

Other funds holding GBTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Kestra Advisory Services's GBTC Position: Q2 2026 in Review

Kestra Advisory Services reduced its Grayscale Bitcoin Trust (GBTC) stake by 10% in Q2 2026, selling an estimated $606K and leaving 94,966 shares worth $4.32M. The position accounts for 0.01% of the portfolio, ranked #923.

Kestra Advisory Services first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $12.2M in Q4 2024. 599 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Kestra Advisory Services held 94,966 shares of Grayscale Bitcoin Trust worth $4.32M as of Q2 2026.
Kestra Advisory Services sold 10,876 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $606K.
Grayscale Bitcoin Trust made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #923 holding.
Kestra Advisory Services first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Kestra Advisory Services's Grayscale Bitcoin Trust position peaked at $12.2M in Q4 2024.
599 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.