Pinnacle Associates’s Grayscale Bitcoin Trust GBTC Stock Holding History

Pinnacle Associates’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 Q2	$497K	Buy	10,926 +130	+1%	+$7.25K	0.01%	688
2026 Q1	$570K	Sell	10,796 -665	-6%	-$39.6K	0.01%	633
2025 Q4	$783K	Sell	11,461 -2,055	-15%	-$161K	0.01%	563
2025 Q3	$1.21M	Sell	13,516 -908	-6%	-$81.7K	0.02%	477
2025 Q2	$1.22M	Sell	14,424 -235	-2%	-$18.3K	0.02%	469
2025 Q1	$955K	Sell	14,659 -324	-2%	-$23.9K	0.01%	496
2024 Q4	$1.11M	Buy	14,983 +167	+1%	+$11K	0.02%	468
2024 Q3	$513K	Sell	14,816 -1,479	-9%	-$72K	0.01%	559
2024 Q2	$784K	Sell	16,295 -1,367	-8%	-$72K	0.01%	505
2024 Q1	$1.01M	Buy	+17,662	New	+$777K	0.02%	480

Other funds holding GBTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Pinnacle Associates's GBTC Position: Q2 2026 in Review

Pinnacle Associates increased its Grayscale Bitcoin Trust (GBTC) stake by 1.2% in Q2 2026, buying an estimated $7.25K and bringing the position to 10,926 shares worth $497K. The position accounts for 0.01% of the portfolio, ranked #688.

Pinnacle Associates first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.22M in Q2 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Pinnacle Associates held 10,926 shares of Grayscale Bitcoin Trust worth $497K as of Q2 2026.
Pinnacle Associates bought 130 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $7.25K.
Grayscale Bitcoin Trust made up 0.01% of Pinnacle Associates's portfolio in Q2 2026, its #688 holding.
Pinnacle Associates first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Pinnacle Associates's Grayscale Bitcoin Trust position peaked at $1.22M in Q2 2025.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.