Summit Financial’s Grayscale Bitcoin Trust GBTC Stock Holding History

Summit 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	$501K	Buy	10,997 +2,801	+34%	+$156K	0.01%	1095
2026 Q1	$432K	Sell	8,196 -37	-0.4%	-$2.2K	0.01%	1046
2025 Q4	$563K	Sell	8,233 -3,014	-27%	-$236K	0.01%	854
2025 Q3	$1.01M	Buy	11,247 +968	+9%	+$87.1K	0.02%	656
2025 Q2	$872K	Buy	10,279 +6,415	+166%	+$499K	0.02%	437
2025 Q1	$252K	Buy	3,864 +258	+7%	+$19K	0.01%	648
2024 Q4	$267K	Buy	+3,606	New	+$238K	0.01%	559
2024 Q2	–	Sell	-4,855	Closed	-$277K	–	493
2024 Q1	$277K	Buy	+4,855	New	+$214K	0.02%	326

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 40.91% 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

Summit Financial's GBTC Position: Q2 2026 in Review

Summit Financial increased its Grayscale Bitcoin Trust (GBTC) stake by 34% in Q2 2026, buying an estimated $156K and bringing the position to 10,997 shares worth $501K. The position accounts for 0.01% of the portfolio, ranked #1095.

Summit Financial first reported a position in GBTC in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.01M in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Summit Financial held 10,997 shares of Grayscale Bitcoin Trust worth $501K as of Q2 2026.
Summit Financial bought 2,801 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $156K.
Grayscale Bitcoin Trust made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1095 holding.
Summit Financial first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 8 quarters since.
Summit Financial's Grayscale Bitcoin Trust position peaked at $1.01M in Q3 2025.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

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