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Oakworth Capital’s Grayscale Bitcoin Trust GBTC Stock Holding History

Oakworth Capital’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 		$13.9K Hold
300
– – ﹤0.01% 656
2026
Q1 		$15.8K Hold
300
– – ﹤0.01% 604
2025
Q4 		$20.5K Hold
300
– – ﹤0.01% 563
2025
Q3 		$26.9K Hold
300
– – ﹤0.01% 526
2025
Q2 		$25.4K Hold
300
– – ﹤0.01% 419
2025
Q1 		$19.6K Buy
300
+41
+16% +$3.02K ﹤0.01% 458
2024
Q4 		$19.2K Hold
259
– – ﹤0.01% 465
2024
Q3 		$13.1K Sell
259
-28
-10% -$1.36K ﹤0.01% 485
2024
Q2 		$13.8K Hold
287
– – ﹤0.01% 461
2024
Q1 		$16.4K Buy
+287
New +$12.6K ﹤0.01% 425

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
VF
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Oakworth Capital's GBTC Position: Q2 2026 in Review

Oakworth Capital held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 300 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Oakworth Capital first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $26.9K in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Oakworth Capital held 300 shares of Grayscale Bitcoin Trust worth $13.9K as of Q2 2026.
  • Oakworth Capital left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
  • Grayscale Bitcoin Trust made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #656 holding.
  • Oakworth Capital first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Oakworth Capital's Grayscale Bitcoin Trust position peaked at $26.9K in Q3 2025.
  • 595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

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