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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
Q2 		– Sell
-28
Closed -$840 – 3343
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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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

Root Financial Partners's BTC Position: Q2 2026 in Review

Root Financial Partners sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q2 2026, closing a stake of 28 shares — an estimated $840 sold.

Root Financial Partners first reported a position in BTC in Q3 2025 and held it in 3 quarters. The position peaked at $22.9K in Q4 2025. 463 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Root Financial Partners reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 28 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $840.
  • Root Financial Partners first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Grayscale Bitcoin Mini Trust ETF position peaked at $22.9K in Q4 2025.
  • 463 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.