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BTC

Root Financial Partners’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Root Financial Partners’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
Q1 		$840 Sell
28
-564
-95% -$19.1K ﹤0.01% 2674
2025
Q4 		$22.9K Buy
592
+528
+825% +$23.4K ﹤0.01% 1114
2025
Q3 		$3.24K Buy
+64
New +$3.25K ﹤0.01% 1860

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SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $267M AUM 48.26% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Root Financial Partners's BTC Position: Q1 2026 in Review

Root Financial Partners reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 95% in Q1 2026, selling an estimated $19.1K and leaving 28 shares worth $840. The position accounts for ﹤0.01% of the portfolio, ranked #2674.

Root Financial Partners first reported a position in BTC in Q3 2025 and has held it in 3 quarters since. The position peaked at $22.9K in Q4 2025. 487 funds tracked by Wall St. Rank hold BTC as of Q1 2026.

  • Root Financial Partners held 28 shares of Grayscale Bitcoin Mini Trust ETF worth $840 as of Q1 2026.
  • Root Financial Partners sold 564 Grayscale Bitcoin Mini Trust ETF shares in Q1 2026, an estimated $19.1K.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2674 holding.
  • Root Financial Partners first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Grayscale Bitcoin Mini Trust ETF position peaked at $22.9K in Q4 2025.
  • 487 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.