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Root Financial Partners’s Grayscale Bitcoin Trust GBTC Stock Holding History

Root Financial Partners’s Portfolio GBTC Stock Details GBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-464
Closed -$24.5K – 1476
2026
Q1 		$24.5K Hold
464
– – ﹤0.01% 1206
2025
Q4 		$31.7K Buy
464
+144
+45% +$11.3K ﹤0.01% 914
2025
Q3 		$28.7K Buy
+320
New +$28.8K ﹤0.01% 918

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KWA
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OCPWS
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWP
Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SH
SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return
OCM
Once Capital Management New York $1.22B AUM 87.6% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Root Financial Partners sold out of Grayscale Bitcoin Trust (GBTC) in Q2 2026, closing a stake of 464 shares — an estimated $24.5K sold.

Root Financial Partners first reported a position in GBTC in Q3 2025 and held it in 3 quarters. The position peaked at $31.7K in Q4 2025. 246 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Root Financial Partners reported no remaining Grayscale Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 464 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $24.5K.
  • Root Financial Partners first reported a position in Grayscale Bitcoin Trust in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Grayscale Bitcoin Trust position peaked at $31.7K in Q4 2025.
  • 246 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

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