PF
BTC

PlanVest Financial’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

PlanVest Financial’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 		$47.2K Buy
1,817
+26
+1% +$825 0.03% 229
2026
Q1 		$53.7K Buy
+1,791
New +$60.5K 0.04% 196

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

PlanVest Financial's BTC Position: Q2 2026 in Review

PlanVest Financial increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 1.5% in Q2 2026, buying an estimated $825 and bringing the position to 1,817 shares worth $47.2K. The position accounts for 0.03% of the portfolio, ranked #229.

PlanVest Financial first reported a position in BTC in Q1 2026 and has held it in 2 quarters since. The position peaked at $53.7K in Q1 2026. 448 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • PlanVest Financial held 1,817 shares of Grayscale Bitcoin Mini Trust ETF worth $47.2K as of Q2 2026.
  • PlanVest Financial bought 26 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $825.
  • Grayscale Bitcoin Mini Trust ETF made up 0.03% of PlanVest Financial's portfolio in Q2 2026, its #229 holding.
  • PlanVest Financial first reported a position in Grayscale Bitcoin Mini Trust ETF in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Grayscale Bitcoin Mini Trust ETF position peaked at $53.7K in Q1 2026.
  • 448 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

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