SA
BTC

Stewardship Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Stewardship Advisors’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 		$250K Hold
9,621
– – 0.05% 151
2026
Q1 		$289K Sell
9,621
-1,000
-9% -$33.8K 0.07% 123
2025
Q4 		$411K Hold
10,621
– – 0.1% 97
2025
Q3 		$538K Sell
10,621
-31
-0.3% -$1.57K 0.13% 77
2025
Q2 		$509K Buy
10,652
+1,944
+22% +$84.9K 0.13% 79
2025
Q1 		$318K Sell
8,708
-2,000
-19% -$82.5K 0.09% 103
2024
Q4 		$448K Buy
10,708
+1,499
+16% +$55.2K 0.12% 91
2024
Q3 		$259K Buy
+9,209
New +$245K 0.07% 117

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
B
Bullish George Town $178M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
TI
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Stewardship Advisors's BTC Position: Q2 2026 in Review

Stewardship Advisors held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q2 2026 at 9,621 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #151.

Stewardship Advisors first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $538K in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Stewardship Advisors held 9,621 shares of Grayscale Bitcoin Mini Trust ETF worth $250K as of Q2 2026.
  • Stewardship Advisors left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF made up 0.05% of Stewardship Advisors's portfolio in Q2 2026, its #151 holding.
  • Stewardship Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
  • Stewardship Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $538K in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.