SF
BTC

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

Summit 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 		$1.15M Sell
44,298
-7,789
-15% -$247K 0.01% 801
2026
Q1 		$1.56M Buy
52,087
+8,298
+19% +$280K 0.02% 638
2025
Q4 		$1.7M Buy
43,789
+14,610
+50% +$647K 0.02% 528
2025
Q3 		$1.48M Buy
+29,179
New +$1.48M 0.02% 547

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

Summit Financial's BTC Position: Q2 2026 in Review

Summit Financial reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 15% in Q2 2026, selling an estimated $247K and leaving 44,298 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #801.

Summit Financial first reported a position in BTC in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.7M in Q4 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Summit Financial held 44,298 shares of Grayscale Bitcoin Mini Trust ETF worth $1.15M as of Q2 2026.
  • Summit Financial sold 7,789 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $247K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #801 holding.
  • Summit Financial first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's Grayscale Bitcoin Mini Trust ETF position peaked at $1.7M in Q4 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

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