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OneAscent Financial Services’s Bitwise Bitcoin ETF BITB Stock Holding History

OneAscent Financial Services’s Portfolio BITB Stock Details BITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,710
Closed -$224K – 593
2025
Q4 		$224K Buy
+4,710
New +$256K 0.02% 419

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PC
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Millennium Management
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BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

OneAscent Financial Services's BITB Position: Q1 2026 in Review

OneAscent Financial Services sold out of Bitwise Bitcoin ETF (BITB) in Q1 2026, closing a stake of 4,710 shares — an estimated $224K sold.

OneAscent Financial Services first reported a position in BITB in Q4 2025 and held it in 1 quarter. The position peaked at $224K in Q4 2025. 301 funds tracked by Wall St. Rank hold BITB as of Q1 2026.

  • OneAscent Financial Services reported no remaining Bitwise Bitcoin ETF position as of Q1 2026 after selling out during the quarter.
  • OneAscent Financial Services sold 4,710 Bitwise Bitcoin ETF shares in Q1 2026, an estimated $224K.
  • OneAscent Financial Services first reported a position in Bitwise Bitcoin ETF in Q4 2025 and held it in 1 quarter.
  • OneAscent Financial Services's Bitwise Bitcoin ETF position peaked at $224K in Q4 2025.
  • 301 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.