Steward Partners Investment Advisory’s VanEck Bitcoin Trust HODL Stock Holding History

Steward Partners Investment Advisory’s Portfolio HODL Stock Details HODL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.09M	Buy	246,017 +48,596	+25%	+$986K	0.02%	637
2026 Q1	$3.78M	Buy	197,421 +75,273	+62%	+$1.63M	0.02%	614
2025 Q4	$3.02M	Buy	122,148 +36,919	+43%	+$1.05M	0.02%	630
2025 Q3	$2.76M	Buy	85,229 +48,213	+130%	+$1.56M	0.02%	661
2025 Q2	$1.13M	Buy	37,016 +36,816	+18,408%	+$1.03M	0.01%	940
2025 Q1	$4.66K	Hold	200	–	–	﹤0.01%	3401
2024 Q4	$5.29K	Hold	200	–	–	﹤0.01%	3342
2024 Q3	$3.59K	Hold	200	–	–	﹤0.01%	3285
2024 Q2	$3.39K	Hold	200	–	–	﹤0.01%	3154
2024 Q1	$4.02K	Buy	+200	New	+$3.1K	﹤0.01%	3111

Other funds holding HODL

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Farringdon Capital London, United Kingdom $202M AUM 4.1% 1-Year Est. Return

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

Steward Partners Investment Advisory increased its VanEck Bitcoin Trust (HODL) stake by 25% in Q2 2026, buying an estimated $986K and bringing the position to 246,017 shares worth $4.09M. The position accounts for 0.02% of the portfolio, ranked #637.

Steward Partners Investment Advisory first reported a position in HODL in Q1 2024 and has held it in 10 quarters since. 128 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

Steward Partners Investment Advisory held 246,017 shares of VanEck Bitcoin Trust worth $4.09M as of Q2 2026.
Steward Partners Investment Advisory bought 48,596 VanEck Bitcoin Trust shares in Q2 2026, an estimated $986K.
VanEck Bitcoin Trust made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #637 holding.
Steward Partners Investment Advisory first reported a position in VanEck Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
128 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2026.

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