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Lodestone Wealth Management’s Bitwise Bitcoin ETF BITB Stock Holding History

Lodestone Wealth Management’s Portfolio BITB Stock Details BITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.8K Sell
589
-200
-25% -$7.79K 0.01% 422
2026
Q1 		$29K Hold
789
– – 0.01% 357
2025
Q4 		$37.5K Buy
+789
New +$42.9K 0.02% 317

Other funds holding BITB

PC
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Lodestone Wealth Management's BITB Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Bitwise Bitcoin ETF (BITB) stake by 25% in Q2 2026, selling an estimated $7.79K and leaving 589 shares worth $18.8K. The position accounts for 0.01% of the portfolio, ranked #422.

Lodestone Wealth Management first reported a position in BITB in Q4 2025 and has held it in 3 quarters since. The position peaked at $37.5K in Q4 2025. 271 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

  • Lodestone Wealth Management held 589 shares of Bitwise Bitcoin ETF worth $18.8K as of Q2 2026.
  • Lodestone Wealth Management sold 200 Bitwise Bitcoin ETF shares in Q2 2026, an estimated $7.79K.
  • Bitwise Bitcoin ETF made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #422 holding.
  • Lodestone Wealth Management first reported a position in Bitwise Bitcoin ETF in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Bitwise Bitcoin ETF position peaked at $37.5K in Q4 2025.
  • 271 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.