MSFP
BTBT icon

Mark Sheptoff Financial Planning’s Bit Digital BTBT Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio BTBT Stock Details BTBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,000
Closed -$1.89K – 519
2025
Q4 		$1.89K Buy
+1,000
New +$2.89K ﹤0.01% 479

Other funds holding BTBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mark Sheptoff Financial Planning's BTBT Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of Bit Digital (BTBT) in Q1 2026, closing a stake of 1,000 shares — an estimated $1.89K sold.

Mark Sheptoff Financial Planning first reported a position in BTBT in Q4 2025 and held it in 1 quarter. The position peaked at $1.89K in Q4 2025. 205 funds tracked by Wall St. Rank hold BTBT as of Q1 2026.

  • Mark Sheptoff Financial Planning reported no remaining Bit Digital position as of Q1 2026 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 1,000 Bit Digital shares in Q1 2026, an estimated $1.89K.
  • Mark Sheptoff Financial Planning first reported a position in Bit Digital in Q4 2025 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Bit Digital position peaked at $1.89K in Q4 2025.
  • 205 funds tracked by Wall St. Rank held Bit Digital as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.