RFS
BTC

Retirement Financial Solutions’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Retirement Financial Solutions’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 		$963K Buy
37,115
+1,459
+4% +$46.3K 0.24% 32
2026
Q1 		$1.07M Buy
35,656
+7,239
+25% +$245K 0.31% 31
2025
Q4 		$1.1M Buy
+28,417
New +$1.26M 0.32% 30

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

Retirement Financial Solutions's BTC Position: Q2 2026 in Review

Retirement Financial Solutions increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 4.1% in Q2 2026, buying an estimated $46.3K and bringing the position to 37,115 shares worth $963K. The position accounts for 0.24% of the portfolio, ranked #32.

Retirement Financial Solutions first reported a position in BTC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.1M in Q4 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Retirement Financial Solutions held 37,115 shares of Grayscale Bitcoin Mini Trust ETF worth $963K as of Q2 2026.
  • Retirement Financial Solutions bought 1,459 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $46.3K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.24% of Retirement Financial Solutions's portfolio in Q2 2026, its #32 holding.
  • Retirement Financial Solutions first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2025 and has held it in 3 quarters since.
  • Retirement Financial Solutions's Grayscale Bitcoin Mini Trust ETF position peaked at $1.1M in Q4 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Retirement Financial Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.