Rockefeller Capital Management
BTC

Rockefeller Capital Management’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Rockefeller Capital Management’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 		$14K Buy
+540
New +$17.1K ﹤0.01% 3873
2026
Q1 		– Sell
-4,140
Closed -$160K – 4901
2025
Q4 		$160K Sell
4,140
-200
-5% -$8.86K ﹤0.01% 2479
2025
Q3 		$220K Buy
+4,340
New +$220K ﹤0.01% 2186

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B
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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

Rockefeller Capital Management's BTC Position: Q2 2026 in Review

Rockefeller Capital Management opened a new position in Grayscale Bitcoin Mini Trust ETF (BTC) in Q2 2026: 540 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #3873 among its holdings. This is a return to the name: Rockefeller Capital Management previously reported a position in BTC as recently as Q4 2025.

Rockefeller Capital Management first reported a position in BTC in Q3 2025 and has held it in 3 quarters since. The position peaked at $220K in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Rockefeller Capital Management held 540 shares of Grayscale Bitcoin Mini Trust ETF worth $14K as of Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF was a new Rockefeller Capital Management position in Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3873 holding.
  • Rockefeller Capital Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2025 and has held it in 3 quarters since.
  • Rockefeller Capital Management's Grayscale Bitcoin Mini Trust ETF position peaked at $220K in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.