Proficio Capital Partners’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Proficio Capital Partners’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	$688K	Hold	26,509	–	–	0.02%	265
2026 Q1	$795K	Sell	26,509 -44,267	-63%	-$1.5M	0.04%	146
2025 Q4	$2.74M	Buy	70,776 +44,961	+174%	+$1.99M	0.19%	68
2025 Q3	$1.31M	Hold	25,815	–	–	0.09%	89
2025 Q2	$1.23M	Hold	25,815	–	–	0.08%	140
2025 Q1	$961K	Buy	25,815 +3,723	+17%	+$154K	0.07%	133
2024 Q4	$925K	Buy	22,092 +12,870	+140%	+$474K	0.08%	115
2024 Q3	$260K	Buy	+9,222	New	+$246K	0.03%	235

Other funds holding BTC

HKAM

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

Bullish George Town $178M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Proficio Capital Partners's BTC Position: Q2 2026 in Review

Proficio Capital Partners held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q2 2026 at 26,509 shares worth $688K. The position accounts for 0.02% of the portfolio, ranked #265.

Proficio Capital Partners first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.74M in Q4 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

Proficio Capital Partners held 26,509 shares of Grayscale Bitcoin Mini Trust ETF worth $688K as of Q2 2026.
Proficio Capital Partners left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q2 2026.
Grayscale Bitcoin Mini Trust ETF made up 0.02% of Proficio Capital Partners's portfolio in Q2 2026, its #265 holding.
Proficio Capital Partners first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
Proficio Capital Partners's Grayscale Bitcoin Mini Trust ETF position peaked at $2.74M in Q4 2025.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.