Newbridge Financial Services Group’s Grayscale Bitcoin Trust GBTC Stock Holding History

Newbridge Financial Services Group’s Portfolio GBTC Stock Details GBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$154K	Sell	3,382 -700	-17%	-$39K	0.02%	274
2026 Q1	$215K	Sell	4,082 -1,100	-21%	-$65.5K	0.04%	210
2025 Q4	$354K	Sell	5,182 -25,590	-83%	-$2.01M	0.06%	168
2025 Q3	$2.76M	Buy	30,772 +10,557	+52%	+$950K	0.41%	55
2025 Q2	$1.71M	Sell	20,215 -1,200	-6%	-$93.3K	0.28%	75
2025 Q1	$1.4M	Sell	21,415 -3,065	-13%	-$226K	0.34%	68
2024 Q4	$1.81M	Buy	+24,480	New	+$1.61M	0.47%	49
2024 Q3	–	Sell	-19,089	Closed	-$918K	–	812
2024 Q2	$918K	Sell	19,089 -4,390	-19%	-$231K	0.34%	58
2024 Q1	$1.34M	Buy	+23,479	New	+$1.03M	0.58%	32

Other funds holding GBTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Newbridge Financial Services Group's GBTC Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its Grayscale Bitcoin Trust (GBTC) stake by 17% in Q2 2026, selling an estimated $39K and leaving 3,382 shares worth $154K. The position accounts for 0.02% of the portfolio, ranked #274.

Newbridge Financial Services Group first reported a position in GBTC in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.76M in Q3 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Newbridge Financial Services Group held 3,382 shares of Grayscale Bitcoin Trust worth $154K as of Q2 2026.
Newbridge Financial Services Group sold 700 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $39K.
Grayscale Bitcoin Trust made up 0.02% of Newbridge Financial Services Group's portfolio in Q2 2026, its #274 holding.
Newbridge Financial Services Group first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
Newbridge Financial Services Group's Grayscale Bitcoin Trust position peaked at $2.76M in Q3 2025.
597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.