PCM
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Pennsylvania Capital Management’s VanEck Bitcoin Trust HODL Stock Holding History

Pennsylvania Capital Management’s Portfolio HODL Stock Details HODL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$171K Buy
+10,295
New +$209K 0.04% 123
2026
Q1 		– Sell
-14,718
Closed -$364K – 116
2025
Q4 		$364K Buy
+14,718
New +$417K 0.1% 86

Other funds holding HODL

BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Pennsylvania Capital Management's HODL Position: Q2 2026 in Review

Pennsylvania Capital Management opened a new position in VanEck Bitcoin Trust (HODL) in Q2 2026: 10,295 shares worth $171K. The stake represents 0.04% of the portfolio and ranks #123 among its holdings. This is a return to the name: Pennsylvania Capital Management previously reported a position in HODL as recently as Q4 2025.

Pennsylvania Capital Management first reported a position in HODL in Q4 2025 and has held it in 2 quarters since. The position peaked at $364K in Q4 2025. 55 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

  • Pennsylvania Capital Management held 10,295 shares of VanEck Bitcoin Trust worth $171K as of Q2 2026.
  • VanEck Bitcoin Trust was a new Pennsylvania Capital Management position in Q2 2026.
  • VanEck Bitcoin Trust made up 0.04% of Pennsylvania Capital Management's portfolio in Q2 2026, its #123 holding.
  • Pennsylvania Capital Management first reported a position in VanEck Bitcoin Trust in Q4 2025 and has held it in 2 quarters since.
  • Pennsylvania Capital Management's VanEck Bitcoin Trust position peaked at $364K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2026.

Based on Pennsylvania Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.