SS
BTC

Sunbelt Securities’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Sunbelt Securities’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
Q1 		$228K Buy
7,586
+2,600
+52% +$87.9K 0.01% 602
2025
Q4 		$193K Hold
4,986
– – 0.01% 655
2025
Q3 		$252K Buy
4,986
+4,125
+479% +$209K 0.02% 579
2025
Q2 		$36K Sell
861
-3,593
-81% -$157K ﹤0.01% 1010
2025
Q1 		$163K Buy
4,454
+3,593
+417% +$148K 0.01% 619
2024
Q4 		$35.9K Sell
861
-33
-4% -$1.22K ﹤0.01% 1012
2024
Q3 		$25.2K Buy
+894
New +$23.8K ﹤0.01% 1110

Other funds holding BTC

B
Bullish George Town $178M AUM
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Sunbelt Securities's BTC Position: Q1 2026 in Review

Sunbelt Securities increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 52% in Q1 2026, buying an estimated $87.9K and bringing the position to 7,586 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #602.

Sunbelt Securities first reported a position in BTC in Q3 2024 and has held it in 7 quarters since. The position peaked at $252K in Q3 2025. 490 funds tracked by Wall St. Rank hold BTC as of Q1 2026.

  • Sunbelt Securities held 7,586 shares of Grayscale Bitcoin Mini Trust ETF worth $228K as of Q1 2026.
  • Sunbelt Securities bought 2,600 Grayscale Bitcoin Mini Trust ETF shares in Q1 2026, an estimated $87.9K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #602 holding.
  • Sunbelt Securities first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 7 quarters since.
  • Sunbelt Securities's Grayscale Bitcoin Mini Trust ETF position peaked at $252K in Q3 2025.
  • 490 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.