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Sovereign Financial Group’s Grayscale Bitcoin Trust GBTC Stock Holding History

Sovereign Financial Group’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
Q1 		– Sell
-3,495
Closed -$239K – 372
2025
Q4 		$239K Hold
3,495
– – 0.04% 299
2025
Q3 		$314K Hold
3,495
– – 0.06% 258
2025
Q2 		$296K Hold
3,495
– – 0.06% 247
2025
Q1 		$228K Hold
3,495
– – 0.05% 261
2024
Q4 		$259K Buy
+3,495
New +$230K 0.06% 249
2024
Q2 		– Sell
-3,758
Closed -$214K – 284
2024
Q1 		$214K Buy
+3,758
New +$165K 0.06% 264

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
ML
MSRH LLC New York $113M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Sovereign Financial Group's GBTC Position: Q1 2026 in Review

Sovereign Financial Group sold out of Grayscale Bitcoin Trust (GBTC) in Q1 2026, closing a stake of 3,495 shares — an estimated $239K sold.

Sovereign Financial Group first reported a position in GBTC in Q1 2024 and held it in 6 quarters. The position peaked at $314K in Q3 2025. 658 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

  • Sovereign Financial Group reported no remaining Grayscale Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • Sovereign Financial Group sold 3,495 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $239K.
  • Sovereign Financial Group first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 6 quarters.
  • Sovereign Financial Group's Grayscale Bitcoin Trust position peaked at $314K in Q3 2025.
  • 658 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on Sovereign Financial Group's 13F filing for Q1 2026, filed 17 Apr 2026.