Steward Partners Investment Advisory’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Steward Partners Investment Advisory’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	$13.4M	Sell	517,836 -843,418	-62%	-$26.8M	0.07%	281
2026 Q1	$40.8M	Buy	1,361,254 +63,861	+5%	+$2.16M	0.21%	88
2025 Q4	$50.2M	Buy	1,297,393 +220,174	+20%	+$9.76M	0.28%	70
2025 Q3	$54.5M	Buy	1,077,219 +1,044,830	+3,226%	+$53M	0.31%	60
2025 Q2	$1.55M	Buy	32,389 +32,190	+16,176%	+$1.41M	0.01%	813
2025 Q1	$7.26K	Buy	199 +70	+54%	+$2.89K	﹤0.01%	3248
2024 Q4	$5.4K	Sell	129 -21	-14%	-$773	﹤0.01%	3335
2024 Q3	$4.23K	Buy	+150	New	+$4K	﹤0.01%	3239

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

Steward Partners Investment Advisory's BTC Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 62% in Q2 2026, selling an estimated $26.8M and leaving 517,836 shares worth $13.4M. The position accounts for 0.07% of the portfolio, ranked #281.

Steward Partners Investment Advisory first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $54.5M in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

Steward Partners Investment Advisory held 517,836 shares of Grayscale Bitcoin Mini Trust ETF worth $13.4M as of Q2 2026.
Steward Partners Investment Advisory sold 843,418 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $26.8M.
Grayscale Bitcoin Mini Trust ETF made up 0.07% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #281 holding.
Steward Partners Investment Advisory first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
Steward Partners Investment Advisory's Grayscale Bitcoin Mini Trust ETF position peaked at $54.5M in Q3 2025.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.