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Professional Financial Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Professional Financial Advisors’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
Q3 		$1.76M Sell
27,319
-1,071
-4% -$59K 0.3% 57
2026
Q2 		$1.29M Buy
28,390
+3,004
+12% +$168K 0.22% 70
2026
Q1 		$1.34M Buy
+25,386
New +$1.51M 0.27% 63

Other funds holding GBTC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
IAG
Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return
FA
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
KGP
Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return

Professional Financial Advisors's GBTC Position: Q3 2026 in Review

Professional Financial Advisors reduced its Grayscale Bitcoin Trust (GBTC) stake by 3.8% in Q3 2026, selling an estimated $59K and leaving 27,319 shares worth $1.76M. The position accounts for 0.3% of the portfolio, ranked #57.

Professional Financial Advisors first reported a position in GBTC in Q1 2026 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold GBTC as of Q3 2026.

  • Professional Financial Advisors held 27,319 shares of Grayscale Bitcoin Trust worth $1.76M as of Q3 2026.
  • Professional Financial Advisors sold 1,071 Grayscale Bitcoin Trust shares in Q3 2026, an estimated $59K.
  • Grayscale Bitcoin Trust made up 0.3% of Professional Financial Advisors's portfolio in Q3 2026, its #57 holding.
  • Professional Financial Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2026 and has held it in 3 quarters since.
  • 54 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2026.

Based on Professional Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.