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

Sequoia Financial Advisors’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	$673K	Sell	25,951 -13,197	-34%	-$419K	﹤0.01%	1143
2026 Q1	$1.17M	Buy	39,148 +2,700	+7%	+$91.2K	0.01%	830
2025 Q4	$1.41M	Sell	36,448 -729	-2%	-$32.3K	0.01%	723
2025 Q3	$1.88M	Buy	37,177 +26,912	+262%	+$1.37M	0.01%	551
2025 Q2	$490K	Sell	10,265 -1,005	-9%	-$43.9K	﹤0.01%	1007
2025 Q1	$411K	Buy	+11,270	New	+$465K	﹤0.01%	935
2024 Q4	–	Sell	-35,850	Closed	-$1.01M	–	1438
2024 Q3	$1.01M	Buy	+35,850	New	+$955K	0.01%	541

Other funds holding BTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Bullish George Town $178M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Sequoia Financial Advisors's BTC Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 34% in Q2 2026, selling an estimated $419K and leaving 25,951 shares worth $673K. The position accounts for ﹤0.01% of the portfolio, ranked #1143.

Sequoia Financial Advisors first reported a position in BTC in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.88M in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

Sequoia Financial Advisors held 25,951 shares of Grayscale Bitcoin Mini Trust ETF worth $673K as of Q2 2026.
Sequoia Financial Advisors sold 13,197 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $419K.
Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1143 holding.
Sequoia Financial Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 7 quarters since.
Sequoia Financial Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $1.88M in Q3 2025.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.