Larson Financial Group’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Larson Financial Group’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	$358K	Sell	13,789 -545	-4%	-$17.3K	0.01%	651
2026 Q1	$430K	Sell	14,334 -2,094	-13%	-$70.8K	0.01%	519
2025 Q4	$636K	Sell	16,428 -2,186	-12%	-$96.9K	0.02%	402
2025 Q3	$942K	Buy	18,614 +374	+2%	+$19K	0.03%	319
2025 Q2	$871K	Sell	18,240 -549	-3%	-$24K	0.03%	316
2025 Q1	$686K	Sell	18,789 -1,087	-5%	-$44.9K	0.03%	327
2024 Q4	$832K	Buy	19,876 +95	+0.5%	+$3.5K	0.04%	273
2024 Q3	$557K	Buy	+19,781	New	+$527K	0.03%	318

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

Larson Financial Group's BTC Position: Q2 2026 in Review

Larson Financial Group reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 3.8% in Q2 2026, selling an estimated $17.3K and leaving 13,789 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #651.

Larson Financial Group first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $942K in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

Larson Financial Group held 13,789 shares of Grayscale Bitcoin Mini Trust ETF worth $358K as of Q2 2026.
Larson Financial Group sold 545 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $17.3K.
Grayscale Bitcoin Mini Trust ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #651 holding.
Larson Financial Group first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
Larson Financial Group's Grayscale Bitcoin Mini Trust ETF position peaked at $942K in Q3 2025.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.