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PlanVest Financial’s Grayscale Bitcoin Trust GBTC Stock Holding History

PlanVest Financial’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 		$209K Hold
4,583
– – 0.14% 95
2026
Q1 		$242K Buy
+4,583
New +$273K 0.18% 85

Other funds holding GBTC

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
VF
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

PlanVest Financial's GBTC Position: Q2 2026 in Review

PlanVest Financial held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 4,583 shares worth $209K. The position accounts for 0.14% of the portfolio, ranked #95.

PlanVest Financial first reported a position in GBTC in Q1 2026 and has held it in 2 quarters since. The position peaked at $242K in Q1 2026. 572 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • PlanVest Financial held 4,583 shares of Grayscale Bitcoin Trust worth $209K as of Q2 2026.
  • PlanVest Financial left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
  • Grayscale Bitcoin Trust made up 0.14% of PlanVest Financial's portfolio in Q2 2026, its #95 holding.
  • PlanVest Financial first reported a position in Grayscale Bitcoin Trust in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Grayscale Bitcoin Trust position peaked at $242K in Q1 2026.
  • 572 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

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