SF
BTC

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

SageOak Financial’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
2025
Q3 		– Sell
-4,277
Closed -$204K – 33
2025
Q2 		$204K Buy
+4,277
New +$187K 0.16% 32

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SDH
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SW
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KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
PC
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EC
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SageOak Financial's BTC Position: Q3 2025 in Review

SageOak Financial sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q3 2025, closing a stake of 4,277 shares — an estimated $204K sold.

SageOak Financial first reported a position in BTC in Q2 2025 and held it in 1 quarter. The position peaked at $204K in Q2 2025. 498 funds tracked by Wall St. Rank hold BTC as of Q3 2025.

  • SageOak Financial reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q3 2025 after selling out during the quarter.
  • SageOak Financial sold 4,277 Grayscale Bitcoin Mini Trust ETF shares in Q3 2025, an estimated $204K.
  • SageOak Financial first reported a position in Grayscale Bitcoin Mini Trust ETF in Q2 2025 and held it in 1 quarter.
  • SageOak Financial's Grayscale Bitcoin Mini Trust ETF position peaked at $204K in Q2 2025.
  • 498 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q3 2025.

Based on SageOak Financial's 13F filing for Q3 2025, filed 28 Oct 2025.