Larson Financial Group’s VanEck Bitcoin Trust HODL Stock Holding History

Larson Financial Group’s Portfolio HODL Stock Details HODL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.1K	Buy	1,027 +974	+1,838%	+$19.8K	﹤0.01%	2097
2026 Q1	$1.01K	Sell	53 -31,316	-100%	-$676K	﹤0.01%	3150
2025 Q4	$776K	Sell	31,369 -15,385	-33%	-$436K	0.03%	354
2025 Q3	$1.51M	Buy	46,754 +25,218	+117%	+$817K	0.05%	261
2025 Q2	$656K	Hold	21,536	–	–	0.03%	367
2025 Q1	$502K	Sell	21,536 -3,944	-15%	-$104K	0.02%	408
2024 Q4	$673K	Buy	25,480 +11,504	+82%	+$270K	0.03%	298
2024 Q3	$251K	Buy	13,976 +4,108	+42%	+$70.8K	0.01%	519
2024 Q2	$167K	Hold	9,868	–	–	0.01%	523
2024 Q1	$198K	Buy	+9,868	New	+$153K	0.02%	410

Other funds holding HODL

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Farringdon Capital London, United Kingdom $202M AUM 4.1% 1-Year Est. Return

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

Larson Financial Group increased its VanEck Bitcoin Trust (HODL) stake by 1,838% in Q2 2026, buying an estimated $19.8K and bringing the position to 1,027 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2097.

Larson Financial Group first reported a position in HODL in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.51M in Q3 2025. 128 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

Larson Financial Group held 1,027 shares of VanEck Bitcoin Trust worth $17.1K as of Q2 2026.
Larson Financial Group bought 974 VanEck Bitcoin Trust shares in Q2 2026, an estimated $19.8K.
VanEck Bitcoin Trust made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2097 holding.
Larson Financial Group first reported a position in VanEck Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Larson Financial Group's VanEck Bitcoin Trust position peaked at $1.51M in Q3 2025.
128 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2026.

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