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Legacy Wealth Management (Idaho)’s BTC Digital BTCT Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio BTCT Stock Details BTCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20 Hold
17
– – ﹤0.01% 1034
2025
Q4 		$23 Hold
17
– – ﹤0.01% 916
2025
Q3 		$47 Hold
17
– – ﹤0.01% 768
2025
Q2 		$54 Hold
17
– – ﹤0.01% 741
2025
Q1 		$69 Hold
17
– – ﹤0.01% 807
2024
Q4 		$100 Hold
17
– – ﹤0.01% 735
2024
Q3 		$301 Buy
+17
New +$29 ﹤0.01% 647

Other funds holding BTCT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s BTCT Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its BTC Digital (BTCT) position steady in Q1 2026 at 17 shares worth $20. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

Legacy Wealth Management (Idaho) first reported a position in BTCT in Q3 2024 and has held it in 7 quarters since. The position peaked at $301 in Q3 2024. 9 funds tracked by Wall St. Rank hold BTCT as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 17 shares of BTC Digital worth $20 as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its BTC Digital share count unchanged in Q1 2026.
  • BTC Digital made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #1034 holding.
  • Legacy Wealth Management (Idaho) first reported a position in BTC Digital in Q3 2024 and has held it in 7 quarters since.
  • Legacy Wealth Management (Idaho)'s BTC Digital position peaked at $301 in Q3 2024.
  • 9 funds tracked by Wall St. Rank held BTC Digital as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.