Sax Wealth Advisors’s Osprey Bitcoin Trust OBTC Stock Holding History

Sax Wealth Advisors’s Portfolio OBTC Stock Details OBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$208K	Buy	+7,754	New	+$177K	0.01%	691
2026 Q2	–	Sell	-7,754	Closed	-$218K	–	563
2026 Q1	$218K	Hold	7,754	–	–	0.01%	459
2025 Q4	$218K	Buy	+7,754	New	+$219K	0.01%	465

Other funds holding OBTC

Firestone Capital Management Coral Gables, Florida $535M AUM 11.57% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

Sax Wealth Advisors's OBTC Position: Q3 2026 in Review

Sax Wealth Advisors opened a new position in Osprey Bitcoin Trust (OBTC) in Q3 2026: 7,754 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #691 among its holdings. This is a return to the name: Sax Wealth Advisors previously reported a position in OBTC as recently as Q1 2026.

Sax Wealth Advisors first reported a position in OBTC in Q4 2025 and has held it in 3 quarters since. The position peaked at $218K in Q1 2026. 5 funds tracked by Wall St. Rank hold OBTC as of Q3 2026.

Sax Wealth Advisors held 7,754 shares of Osprey Bitcoin Trust worth $208K as of Q3 2026.
Osprey Bitcoin Trust was a new Sax Wealth Advisors position in Q3 2026.
Osprey Bitcoin Trust made up 0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #691 holding.
Sax Wealth Advisors first reported a position in Osprey Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
Sax Wealth Advisors's Osprey Bitcoin Trust position peaked at $218K in Q1 2026.
5 funds tracked by Wall St. Rank held Osprey Bitcoin Trust as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.