OCPWS
BTC

One Charles Private Wealth Services’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

One Charles Private Wealth Services’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 		$3.2M Sell
123,284
-719
-0.6% -$22.8K 0.74% 28
2026
Q1 		$3.72M Buy
124,003
+1,452
+1% +$49.1K 0.93% 22
2025
Q4 		$4.75M Buy
122,551
+4,077
+3% +$181K 1.23% 19
2025
Q3 		$6M Buy
118,474
+729
+0.6% +$37K 1.58% 14
2025
Q2 		$5.62M Buy
117,745
+4,430
+4% +$193K 1.58% 13
2025
Q1 		$4.13M Buy
113,315
+8,126
+8% +$335K 1.34% 12
2024
Q4 		$4.4M Buy
105,189
+10,699
+11% +$394K 1.48% 13
2024
Q3 		$2.66M Buy
+94,490
New +$2.52M 1.01% 16

Other funds holding BTC

SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
VH
VVR Holdings Bellingham, Washington $231M AUM
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
FP
FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

One Charles Private Wealth Services's BTC Position: Q2 2026 in Review

One Charles Private Wealth Services reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 0.58% in Q2 2026, selling an estimated $22.8K and leaving 123,284 shares worth $3.2M. The position accounts for 0.74% of the portfolio, ranked #28.

One Charles Private Wealth Services first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $6M in Q3 2025. 73 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • One Charles Private Wealth Services held 123,284 shares of Grayscale Bitcoin Mini Trust ETF worth $3.2M as of Q2 2026.
  • One Charles Private Wealth Services sold 719 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $22.8K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.74% of One Charles Private Wealth Services's portfolio in Q2 2026, its #28 holding.
  • One Charles Private Wealth Services first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
  • One Charles Private Wealth Services's Grayscale Bitcoin Mini Trust ETF position peaked at $6M in Q3 2025.
  • 73 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.