Synergy Asset Management’s VanEck Bitcoin Trust HODL Stock Holding History

Synergy Asset Management’s Portfolio HODL Stock Details HODL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$199K	Hold	12,004	–	–	0.02%	267
2026 Q1	$230K	Hold	12,004	–	–	0.02%	226
2025 Q4	$297K	Sell	12,004 -24,008	-67%	-$680K	0.03%	183
2025 Q3	$1.12M	Buy	36,012 +24,008	+200%	+$778K	0.04%	164
2025 Q2	$366K	Hold	12,004	–	–	0.04%	139
2025 Q1	$280K	Sell	12,004 -12,004	-50%	-$316K	0.04%	146
2024 Q4	$546K	Buy	24,008 +12,004	+100%	+$282K	0.04%	150
2024 Q3	$216K	Hold	12,004	–	–	0.03%	127
2024 Q2	$204K	Buy	+12,004	New	+$223K	0.03%	131

Other funds holding HODL

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Farringdon Capital London, United Kingdom $202M AUM 4.1% 1-Year Est. Return

Synergy Asset Management's HODL Position: Q2 2026 in Review

Synergy Asset Management held its VanEck Bitcoin Trust (HODL) position steady in Q2 2026 at 12,004 shares worth $199K. The position accounts for 0.02% of the portfolio, ranked #267.

Synergy Asset Management first reported a position in HODL in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.12M in Q3 2025. 128 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

Synergy Asset Management held 12,004 shares of VanEck Bitcoin Trust worth $199K as of Q2 2026.
Synergy Asset Management left its VanEck Bitcoin Trust share count unchanged in Q2 2026.
VanEck Bitcoin Trust made up 0.02% of Synergy Asset Management's portfolio in Q2 2026, its #267 holding.
Synergy Asset Management first reported a position in VanEck Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
Synergy Asset Management's VanEck Bitcoin Trust position peaked at $1.12M in Q3 2025.
128 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.