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PlanVest Financial’s Bitwise Bitcoin ETF BITB Stock Holding History

PlanVest Financial’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
Q2 		$753K Buy
23,631
+1,244
+6% +$48.5K 0.5% 40
2026
Q1 		$824K Buy
+22,387
New +$929K 0.63% 37

Other funds holding BITB

PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.19% 1-Year Est. Return
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
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

PlanVest Financial's BITB Position: Q2 2026 in Review

PlanVest Financial increased its Bitwise Bitcoin ETF (BITB) stake by 5.6% in Q2 2026, buying an estimated $48.5K and bringing the position to 23,631 shares worth $753K. The position accounts for 0.5% of the portfolio, ranked #40.

PlanVest Financial first reported a position in BITB in Q1 2026 and has held it in 2 quarters since. The position peaked at $824K in Q1 2026. 264 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

  • PlanVest Financial held 23,631 shares of Bitwise Bitcoin ETF worth $753K as of Q2 2026.
  • PlanVest Financial bought 1,244 Bitwise Bitcoin ETF shares in Q2 2026, an estimated $48.5K.
  • Bitwise Bitcoin ETF made up 0.5% of PlanVest Financial's portfolio in Q2 2026, its #40 holding.
  • PlanVest Financial first reported a position in Bitwise Bitcoin ETF in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Bitwise Bitcoin ETF position peaked at $824K in Q1 2026.
  • 264 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.