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TCFG Wealth Management’s Bitwise Bitcoin ETF BITB Stock Holding History

TCFG Wealth Management’s Portfolio BITB Stock Details BITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$245K Buy
6,649
+165
+3% +$6.84K 0.09% 228
2025
Q4 		$308K Buy
+6,484
New +$353K 0.12% 191

Other funds holding BITB

SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

TCFG Wealth Management's BITB Position: Q1 2026 in Review

TCFG Wealth Management increased its Bitwise Bitcoin ETF (BITB) stake by 2.5% in Q1 2026, buying an estimated $6.84K and bringing the position to 6,649 shares worth $245K. The position accounts for 0.09% of the portfolio, ranked #228.

TCFG Wealth Management first reported a position in BITB in Q4 2025 and has held it in 2 quarters since. The position peaked at $308K in Q4 2025. 299 funds tracked by Wall St. Rank hold BITB as of Q1 2026.

  • TCFG Wealth Management held 6,649 shares of Bitwise Bitcoin ETF worth $245K as of Q1 2026.
  • TCFG Wealth Management bought 165 Bitwise Bitcoin ETF shares in Q1 2026, an estimated $6.84K.
  • Bitwise Bitcoin ETF made up 0.09% of TCFG Wealth Management's portfolio in Q1 2026, its #228 holding.
  • TCFG Wealth Management first reported a position in Bitwise Bitcoin ETF in Q4 2025 and has held it in 2 quarters since.
  • TCFG Wealth Management's Bitwise Bitcoin ETF position peaked at $308K in Q4 2025.
  • 299 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.