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

Keystone Financial Group (Kentucky)’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	$331K	Sell	12,752 -5	-0%	-$159	0.02%	416
2026 Q1	$411K	Buy	12,757 +372	+3%	+$12.6K	0.03%	332
2025 Q4	$480K	Buy	12,385 +1,338	+12%	+$59.3K	0.04%	267
2025 Q3	$518K	Buy	11,047 +187	+2%	+$9.48K	0.04%	233
2025 Q2	$556K	Sell	10,860 -24	-0.2%	-$1.05K	0.05%	217
2025 Q1	$464K	Buy	10,884 +3,573	+49%	+$147K	0.05%	220
2024 Q4	$314K	Buy	7,311 +5,195	+246%	+$191K	0.03%	289
2024 Q3	$59.6K	Buy	+2,116	New	+$56.4K	0.01%	366

Other funds holding BTC

HKAM

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

Bullish George Town $178M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

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

Keystone Financial Group (Kentucky) reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 0.04% in Q2 2026, selling an estimated $159 and leaving 12,752 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #416.

Keystone Financial Group (Kentucky) first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $556K in Q2 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

Keystone Financial Group (Kentucky) held 12,752 shares of Grayscale Bitcoin Mini Trust ETF worth $331K as of Q2 2026.
Keystone Financial Group (Kentucky) sold 5 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $159.
Grayscale Bitcoin Mini Trust ETF made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #416 holding.
Keystone Financial Group (Kentucky) first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
Keystone Financial Group (Kentucky)'s Grayscale Bitcoin Mini Trust ETF position peaked at $556K in Q2 2025.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.