Stifel Financial’s Grayscale Bitcoin Trust GBTC Stock Holding History

Stifel Financial’s Portfolio GBTC Stock Details GBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.28M	Sell	28,102 -80	-0.3%	-$4.46K	﹤0.01%	2392
2026 Q1	$1.49M	Sell	28,182 -610	-2%	-$36.3K	﹤0.01%	2170
2025 Q4	$1.97M	Hold	28,792	–	–	﹤0.01%	1945
2025 Q3	$2.58M	Buy	28,792 +35	+0.1%	+$3.15K	﹤0.01%	1728
2025 Q2	$2.44M	Buy	28,757 +450	+2%	+$35K	﹤0.01%	1703
2025 Q1	$1.84M	Hold	28,307	–	–	﹤0.01%	1818
2024 Q4	$2.1M	Hold	28,307	–	–	﹤0.01%	1742
2024 Q3	$1.43M	Sell	28,307 -3,151	-10%	-$153K	﹤0.01%	1993
2024 Q2	$1.51M	Hold	31,458	–	–	﹤0.01%	1916
2024 Q1	$1.8M	Buy	+31,458	New	+$1.38M	﹤0.01%	1795

Other funds holding GBTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Stifel Financial's GBTC Position: Q2 2026 in Review

Stifel Financial reduced its Grayscale Bitcoin Trust (GBTC) stake by 0.28% in Q2 2026, selling an estimated $4.46K and leaving 28,102 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #2392.

Stifel Financial first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.58M in Q3 2025. 598 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Stifel Financial held 28,102 shares of Grayscale Bitcoin Trust worth $1.28M as of Q2 2026.
Stifel Financial sold 80 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $4.46K.
Grayscale Bitcoin Trust made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2392 holding.
Stifel Financial first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Stifel Financial's Grayscale Bitcoin Trust position peaked at $2.58M in Q3 2025.
598 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

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