Moneta Group Investment Advisors’s Defi Technologies DEFT Stock Holding History

Moneta Group Investment Advisors’s Portfolio DEFT Stock Details DEFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12K	Sell	23,327 -39,268	-63%	-$26.6K	﹤0.01%	881
2026 Q1	$34.6K	Hold	62,595	–	–	﹤0.01%	798
2025 Q4	$47.2K	Sell	62,595 -62,500	-50%	-$95.6K	﹤0.01%	801
2025 Q3	$264K	Hold	125,095	–	–	﹤0.01%	657
2025 Q2	$367K	Buy	+125,095	New	+$419K	﹤0.01%	512

Other funds holding DEFT

WAM

Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

CCC

Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Moneta Group Investment Advisors's DEFT Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Defi Technologies (DEFT) stake by 63% in Q2 2026, selling an estimated $26.6K and leaving 23,327 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #881.

Moneta Group Investment Advisors first reported a position in DEFT in Q2 2025 and has held it in 5 quarters since. The position peaked at $367K in Q2 2025. 100 funds tracked by Wall St. Rank hold DEFT as of Q2 2026.

Moneta Group Investment Advisors held 23,327 shares of Defi Technologies worth $12K as of Q2 2026.
Moneta Group Investment Advisors sold 39,268 Defi Technologies shares in Q2 2026, an estimated $26.6K.
Defi Technologies made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #881 holding.
Moneta Group Investment Advisors first reported a position in Defi Technologies in Q2 2025 and has held it in 5 quarters since.
Moneta Group Investment Advisors's Defi Technologies position peaked at $367K in Q2 2025.
100 funds tracked by Wall St. Rank held Defi Technologies as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.