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Steward Partners Investment Advisory’s Franklin Bitcoin ETF EZBC Stock Holding History

Steward Partners Investment Advisory’s Portfolio EZBC Stock Details EZBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$597K Sell
15,245
-2,200
-13% -$97.2K ﹤0.01% 1423
2025
Q4 		$883K Buy
17,445
+9,270
+113% +$537K ﹤0.01% 1127
2025
Q3 		$541K Buy
8,175
+4,655
+132% +$309K ﹤0.01% 1329
2025
Q2 		$220K Buy
+3,520
New +$201K ﹤0.01% 1718

Other funds holding EZBC

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
VW
Vance Wealth Santa Clarita, California $346M AUM 19.74% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return

Steward Partners Investment Advisory's EZBC Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Franklin Bitcoin ETF (EZBC) stake by 13% in Q1 2026, selling an estimated $97.2K and leaving 15,245 shares worth $597K. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

Steward Partners Investment Advisory first reported a position in EZBC in Q2 2025 and has held it in 4 quarters since. The position peaked at $883K in Q4 2025. 81 funds tracked by Wall St. Rank hold EZBC as of Q1 2026.

  • Steward Partners Investment Advisory held 15,245 shares of Franklin Bitcoin ETF worth $597K as of Q1 2026.
  • Steward Partners Investment Advisory sold 2,200 Franklin Bitcoin ETF shares in Q1 2026, an estimated $97.2K.
  • Franklin Bitcoin ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1423 holding.
  • Steward Partners Investment Advisory first reported a position in Franklin Bitcoin ETF in Q2 2025 and has held it in 4 quarters since.
  • Steward Partners Investment Advisory's Franklin Bitcoin ETF position peaked at $883K in Q4 2025.
  • 81 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.