Sowell Financial Services’s Grayscale Bitcoin Trust GBTC Stock Holding History

Sowell Financial Services’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	$1.56M	Sell	34,320 -204	-0.6%	-$11.4K	0.05%	361
2026 Q1	$1.82M	Buy	34,524 +1,034	+3%	+$61.6K	0.07%	306
2025 Q4	$2.29M	Sell	33,490 -805	-2%	-$63.1K	0.08%	251
2025 Q3	$3.08M	Sell	34,295 -6,272	-15%	-$564K	0.12%	185
2025 Q2	$3.44M	Buy	40,567 +420	+1%	+$32.7K	0.14%	152
2025 Q1	$2.62M	Buy	40,147 +298	+0.7%	+$22K	0.12%	176
2024 Q4	$2.95M	Sell	39,849 -12,799	-24%	-$844K	0.16%	147
2024 Q3	$2.66M	Sell	52,648 -4,931	-9%	-$240K	0.12%	190
2024 Q2	$2.77M	Sell	57,579 -199	-0.3%	-$10.5K	0.13%	167
2024 Q1	$3.3M	Buy	+57,778	New	+$2.54M	0.16%	149

Other funds holding GBTC

HKAM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Sowell Financial Services's GBTC Position: Q2 2026 in Review

Sowell Financial Services reduced its Grayscale Bitcoin Trust (GBTC) stake by 0.59% in Q2 2026, selling an estimated $11.4K and leaving 34,320 shares worth $1.56M. The position accounts for 0.05% of the portfolio, ranked #361.

Sowell Financial Services first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.44M in Q2 2025. 603 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Sowell Financial Services held 34,320 shares of Grayscale Bitcoin Trust worth $1.56M as of Q2 2026.
Sowell Financial Services sold 204 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $11.4K.
Grayscale Bitcoin Trust made up 0.05% of Sowell Financial Services's portfolio in Q2 2026, its #361 holding.
Sowell Financial Services first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Sowell Financial Services's Grayscale Bitcoin Trust position peaked at $3.44M in Q2 2025.
603 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.