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NewEdge Wealth’s Franklin Bitcoin ETF EZBC Stock Holding History

NewEdge Wealth’s Portfolio EZBC Stock Details EZBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,855
Closed -$246K – 1180
2025
Q4 		$246K Buy
+4,855
New +$281K ﹤0.01% 1092

Other funds holding EZBC

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
VW
Vance Wealth Santa Clarita, California $346M AUM 19.74% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return

NewEdge Wealth's EZBC Position: Q1 2026 in Review

NewEdge Wealth sold out of Franklin Bitcoin ETF (EZBC) in Q1 2026, closing a stake of 4,855 shares — an estimated $246K sold.

NewEdge Wealth first reported a position in EZBC in Q4 2025 and held it in 1 quarter. The position peaked at $246K in Q4 2025. 81 funds tracked by Wall St. Rank hold EZBC as of Q1 2026.

  • NewEdge Wealth reported no remaining Franklin Bitcoin ETF position as of Q1 2026 after selling out during the quarter.
  • NewEdge Wealth sold 4,855 Franklin Bitcoin ETF shares in Q1 2026, an estimated $246K.
  • NewEdge Wealth first reported a position in Franklin Bitcoin ETF in Q4 2025 and held it in 1 quarter.
  • NewEdge Wealth's Franklin Bitcoin ETF position peaked at $246K in Q4 2025.
  • 81 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.