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 Q3	$1.11K	Buy	+30	New	+$944	﹤0.01%	2903
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

Other funds holding BTC

Bullish George Town $257M AUM 28.48% 1-Year Est. Return

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return

VVR Holdings Bellingham, Washington $243M AUM 18.35% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Cushing Capital Partners Delafield, Wisconsin $163M AUM 11.75% 1-Year Est. Return

Root Financial Partners's BTC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Grayscale Bitcoin Mini Trust ETF (BTC) in Q3 2026: 30 shares worth $1.11K. The stake represents ﹤0.01% of the portfolio and ranks #2903 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BTC as recently as Q1 2026.

Root Financial Partners first reported a position in BTC in Q3 2025 and has held it in 4 quarters since. The position peaked at $22.9K in Q4 2025. 209 funds tracked by Wall St. Rank hold BTC as of Q3 2026.

Root Financial Partners held 30 shares of Grayscale Bitcoin Mini Trust ETF worth $1.11K as of Q3 2026.
Grayscale Bitcoin Mini Trust ETF was a new Root Financial Partners position in Q3 2026.
Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2903 holding.
Root Financial Partners first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's Grayscale Bitcoin Mini Trust ETF position peaked at $22.9K in Q4 2025.
209 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.