RWRC
BTC

R.W. Roge & Company’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

R.W. Roge & Company’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 		$2.26M Buy
87,238
+5,857
+7% +$186K 0.95% 24
2026
Q1 		$2.44M Buy
81,381
+3,943
+5% +$133K 1.16% 19
2025
Q4 		$3M Sell
77,438
-13,805
-15% -$612K 1.48% 15
2025
Q3 		$4.62M Buy
+91,243
New +$4.63M 2.37% 12

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
B
Bullish George Town $178M AUM
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

R.W. Roge & Company's BTC Position: Q2 2026 in Review

R.W. Roge & Company increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 7.2% in Q2 2026, buying an estimated $186K and bringing the position to 87,238 shares worth $2.26M. The position accounts for 0.95% of the portfolio, ranked #24.

R.W. Roge & Company first reported a position in BTC in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.62M in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • R.W. Roge & Company held 87,238 shares of Grayscale Bitcoin Mini Trust ETF worth $2.26M as of Q2 2026.
  • R.W. Roge & Company bought 5,857 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $186K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.95% of R.W. Roge & Company's portfolio in Q2 2026, its #24 holding.
  • R.W. Roge & Company first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2025 and has held it in 4 quarters since.
  • R.W. Roge & Company's Grayscale Bitcoin Mini Trust ETF position peaked at $4.62M in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on R.W. Roge & Company's 13F filing for Q2 2026, filed 3 Aug 2026.