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Oakworth Capital’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Oakworth Capital’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 		$1.56K Hold
59
– – ﹤0.01% 874
2026
Q1 		$1.77K Hold
59
– – ﹤0.01% 798
2025
Q4 		$2.29K Hold
59
– – ﹤0.01% 791
2025
Q3 		$2.99K Hold
59
– – ﹤0.01% 727
2025
Q2 		$2.82K Hold
59
– – ﹤0.01% 557
2025
Q1 		$2.15K Buy
59
+8
+16% +$330 ﹤0.01% 616
2024
Q4 		$2.13K Sell
51
-1
-2% -$37 ﹤0.01% 576
2024
Q3 		$1.46K Buy
+52
New +$1.39K ﹤0.01% 627

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

Oakworth Capital's BTC Position: Q2 2026 in Review

Oakworth Capital held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q2 2026 at 59 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

Oakworth Capital first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.99K in Q3 2025. 465 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Oakworth Capital held 59 shares of Grayscale Bitcoin Mini Trust ETF worth $1.56K as of Q2 2026.
  • Oakworth Capital left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #874 holding.
  • Oakworth Capital first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
  • Oakworth Capital's Grayscale Bitcoin Mini Trust ETF position peaked at $2.99K in Q3 2025.
  • 465 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.