KFGG
BTC

Keystone Financial Group (Georgia)’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Keystone Financial Group (Georgia)’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 		$21.2K Hold
816
– – 0.01% 100
2026
Q1 		$24.5K Hold
816
– – 0.01% 99
2025
Q4 		$31.6K Hold
816
– – 0.02% 100
2025
Q3 		$41.3K Hold
816
– – 0.02% 90
2025
Q2 		$42.4K Buy
816
+53
+7% +$2.31K 0.03% 96
2025
Q1 		$32.1K Buy
+763
New +$31.5K 0.02% 103

Other funds holding BTC

SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $231M AUM
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Keystone Financial Group (Georgia)'s BTC Position: Q2 2026 in Review

Keystone Financial Group (Georgia) held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q2 2026 at 816 shares worth $21.2K. The position accounts for 0.01% of the portfolio, ranked #100.

Keystone Financial Group (Georgia) first reported a position in BTC in Q1 2025 and has held it in 6 quarters since. The position peaked at $42.4K in Q2 2025. 144 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Keystone Financial Group (Georgia) held 816 shares of Grayscale Bitcoin Mini Trust ETF worth $21.2K as of Q2 2026.
  • Keystone Financial Group (Georgia) left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF made up 0.01% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #100 holding.
  • Keystone Financial Group (Georgia) first reported a position in Grayscale Bitcoin Mini Trust ETF in Q1 2025 and has held it in 6 quarters since.
  • Keystone Financial Group (Georgia)'s Grayscale Bitcoin Mini Trust ETF position peaked at $42.4K in Q2 2025.
  • 144 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.