Stifel Financial
BTC

Stifel Financial’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Stifel Financial’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 		$289K Buy
11,144
+3,668
+49% +$116K ﹤0.01% 3310
2026
Q1 		$224K Buy
7,476
+1,815
+32% +$61.3K ﹤0.01% 3355
2025
Q4 		$219K Hold
5,661
– – ﹤0.01% 3333
2025
Q3 		$287K Hold
5,661
– – ﹤0.01% 3137
2025
Q2 		$270K Hold
5,661
– – ﹤0.01% 3104
2025
Q1 		$207K Hold
5,661
– – ﹤0.01% 3178
2024
Q4 		$237K Hold
5,661
– – ﹤0.01% 3087
2024
Q3 		$159K Buy
+5,661
New +$151K ﹤0.01% 3178

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

Stifel Financial's BTC Position: Q2 2026 in Review

Stifel Financial increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 49% in Q2 2026, buying an estimated $116K and bringing the position to 11,144 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #3310.

Stifel Financial first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Stifel Financial held 11,144 shares of Grayscale Bitcoin Mini Trust ETF worth $289K as of Q2 2026.
  • Stifel Financial bought 3,668 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $116K.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3310 holding.
  • Stifel Financial first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.