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True Wealth Design’s Bakkt Inc BKKT Stock Holding History

True Wealth Design’s Portfolio BKKT Stock Details BKKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$258 Sell
33
-55
-63% -$493 ﹤0.01% 2396
2026
Q1 		$648 Buy
+88
New +$1.04K ﹤0.01% 1953

Other funds holding BKKT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
AFC
Alpine Fox Capital Las Vegas, Nevada $211M AUM 226.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

True Wealth Design's BKKT Position: Q2 2026 in Review

True Wealth Design reduced its Bakkt Inc (BKKT) stake by 63% in Q2 2026, selling an estimated $493 and leaving 33 shares worth $258. The position accounts for ﹤0.01% of the portfolio, ranked #2396.

True Wealth Design first reported a position in BKKT in Q1 2026 and has held it in 2 quarters since. The position peaked at $648 in Q1 2026. 97 funds tracked by Wall St. Rank hold BKKT as of Q2 2026.

  • True Wealth Design held 33 shares of Bakkt Inc worth $258 as of Q2 2026.
  • True Wealth Design sold 55 Bakkt Inc shares in Q2 2026, an estimated $493.
  • Bakkt Inc made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2396 holding.
  • True Wealth Design first reported a position in Bakkt Inc in Q1 2026 and has held it in 2 quarters since.
  • True Wealth Design's Bakkt Inc position peaked at $648 in Q1 2026.
  • 97 funds tracked by Wall St. Rank held Bakkt Inc as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.