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Pacific Center for Financial Services’s Grayscale Bitcoin Trust GBTC Stock Holding History

Pacific Center for Financial Services’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
Q3 		$18.1K Hold
280
– – ﹤0.01% 295
2026
Q2 		$12.7K Hold
280
– – ﹤0.01% 321
2026
Q1 		$14.8K Sell
280
-195
-41% -$11.6K ﹤0.01% 297
2025
Q4 		$42.6K Hold
475
– – 0.01% 211
2025
Q3 		$42.6K Buy
475
+55
+13% +$4.95K 0.01% 211
2025
Q2 		$35.6K Hold
420
– – 0.01% 214
2025
Q1 		$27.4K Hold
420
– – 0.01% 226
2024
Q4 		$31.1K Buy
+420
New +$27.7K 0.01% 221

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TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
IAG
Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return
FA
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return

Pacific Center for Financial Services's GBTC Position: Q3 2026 in Review

Pacific Center for Financial Services held its Grayscale Bitcoin Trust (GBTC) position steady in Q3 2026 at 280 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Pacific Center for Financial Services first reported a position in GBTC in Q4 2024 and has held it in 8 quarters since. The position peaked at $42.6K in Q4 2025. 91 funds tracked by Wall St. Rank hold GBTC as of Q3 2026.

  • Pacific Center for Financial Services held 280 shares of Grayscale Bitcoin Trust worth $18.1K as of Q3 2026.
  • Pacific Center for Financial Services left its Grayscale Bitcoin Trust share count unchanged in Q3 2026.
  • Grayscale Bitcoin Trust made up ﹤0.01% of Pacific Center for Financial Services's portfolio in Q3 2026, its #295 holding.
  • Pacific Center for Financial Services first reported a position in Grayscale Bitcoin Trust in Q4 2024 and has held it in 8 quarters since.
  • Pacific Center for Financial Services's Grayscale Bitcoin Trust position peaked at $42.6K in Q4 2025.
  • 91 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2026.

Based on Pacific Center for Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.