Prospera Financial Services’s Grayscale Bitcoin Trust GBTC Stock Holding History

Prospera Financial Services’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	$767K	Sell	16,851 -291	-2%	-$16.2K	0.01%	877
2026 Q1	$904K	Sell	17,142 -48	-0.3%	-$2.86K	0.01%	751
2025 Q4	$1.18M	Sell	17,190 -260	-1%	-$20.4K	0.02%	630
2025 Q3	$1.57M	Buy	17,450 +160	+0.9%	+$14.4K	0.03%	546
2025 Q2	$1.47M	Buy	17,290 +8,478	+96%	+$659K	0.03%	541
2025 Q1	$574K	Buy	8,812 +277	+3%	+$20.4K	0.01%	726
2024 Q4	$632K	Buy	8,535 +700	+9%	+$46.1K	0.01%	670
2024 Q3	$396K	Buy	7,835 +988	+14%	+$48.1K	0.01%	809
2024 Q2	$329K	Buy	+6,847	New	+$361K	0.01%	877

Other funds holding GBTC

HKAM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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 New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Prospera Financial Services's GBTC Position: Q2 2026 in Review

Prospera Financial Services reduced its Grayscale Bitcoin Trust (GBTC) stake by 1.7% in Q2 2026, selling an estimated $16.2K and leaving 16,851 shares worth $767K. The position accounts for 0.01% of the portfolio, ranked #877.

Prospera Financial Services first reported a position in GBTC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.57M in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Prospera Financial Services held 16,851 shares of Grayscale Bitcoin Trust worth $767K as of Q2 2026.
Prospera Financial Services sold 291 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $16.2K.
Grayscale Bitcoin Trust made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #877 holding.
Prospera Financial Services first reported a position in Grayscale Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
Prospera Financial Services's Grayscale Bitcoin Trust position peaked at $1.57M in Q3 2025.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.