OCM
BTC

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

Osbon Capital Management’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 		$2.53K Sell
97
-1
-1% -$32 ﹤0.01% 369
2026
Q1 		$2.93K Sell
98
-5,420
-98% -$183K ﹤0.01% 402
2025
Q4 		$214K Buy
+5,518
New +$245K 0.2% 55

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B
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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

Osbon Capital Management's BTC Position: Q2 2026 in Review

Osbon Capital Management reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 1% in Q2 2026, selling an estimated $32 and leaving 97 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Osbon Capital Management first reported a position in BTC in Q4 2025 and has held it in 3 quarters since. The position peaked at $214K in Q4 2025. 463 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Osbon Capital Management held 97 shares of Grayscale Bitcoin Mini Trust ETF worth $2.53K as of Q2 2026.
  • Osbon Capital Management sold 1 Grayscale Bitcoin Mini Trust ETF share in Q2 2026, an estimated $32.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Osbon Capital Management's portfolio in Q2 2026, its #369 holding.
  • Osbon Capital Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2025 and has held it in 3 quarters since.
  • Osbon Capital Management's Grayscale Bitcoin Mini Trust ETF position peaked at $214K in Q4 2025.
  • 463 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.