Raymond James Financial’s Grayscale Bitcoin Trust GBTC Stock Holding History

Raymond James 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	$3.25M	Sell	71,319 -11,991	-14%	-$669K	﹤0.01%	3101
2026 Q1	$4.4M	Sell	83,310 -4,213	-5%	-$251K	﹤0.01%	2697
2025 Q4	$5.98M	Sell	87,523 -5,885	-6%	-$461K	﹤0.01%	2368
2025 Q3	$8.39M	Buy	93,408 +20,597	+28%	+$1.85M	﹤0.01%	2064
2025 Q2	$6.18M	Buy	72,811 +13,449	+23%	+$1.05M	﹤0.01%	2228
2025 Q1	$3.87M	Buy	59,362 +2,552	+4%	+$188K	﹤0.01%	2500
2024 Q4	$4.21M	Buy	+56,810	New	+$3.74M	﹤0.01%	2432

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 $104B AUM 28.3% 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 40.89% 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

Raymond James Financial's GBTC Position: Q2 2026 in Review

Raymond James Financial reduced its Grayscale Bitcoin Trust (GBTC) stake by 14% in Q2 2026, selling an estimated $669K and leaving 71,319 shares worth $3.25M. The position accounts for ﹤0.01% of the portfolio, ranked #3101.

Raymond James Financial first reported a position in GBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.39M in Q3 2025. 601 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Raymond James Financial held 71,319 shares of Grayscale Bitcoin Trust worth $3.25M as of Q2 2026.
Raymond James Financial sold 11,991 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $669K.
Grayscale Bitcoin Trust made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3101 holding.
Raymond James Financial first reported a position in Grayscale Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Grayscale Bitcoin Trust position peaked at $8.39M in Q3 2025.
601 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.