LI
BTC

LRI Investments’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

LRI Investments’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 		$12.2K Hold
471
– – ﹤0.01% 901
2026
Q1 		$14.1K Hold
471
– – ﹤0.01% 789
2025
Q4 		$18.2K Hold
471
– – ﹤0.01% 730
2025
Q3 		$23.8K Buy
+471
New +$23.9K ﹤0.01% 686

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
B
Bullish George Town $178M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
TI
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

LRI Investments's BTC Position: Q2 2026 in Review

LRI Investments held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q2 2026 at 471 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

LRI Investments first reported a position in BTC in Q3 2025 and has held it in 4 quarters since. The position peaked at $23.8K in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • LRI Investments held 471 shares of Grayscale Bitcoin Mini Trust ETF worth $12.2K as of Q2 2026.
  • LRI Investments left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #901 holding.
  • LRI Investments first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2025 and has held it in 4 quarters since.
  • LRI Investments's Grayscale Bitcoin Mini Trust ETF position peaked at $23.8K in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.