VFG
BITB icon

Valley Financial Group’s Bitwise Bitcoin ETF BITB Stock Holding History

Valley Financial Group’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
2025
Q4 		– Sell
-4,441
Closed -$276K – 63
2025
Q3 		$276K Buy
4,441
+371
+9% +$23.1K 0.16% 52
2025
Q2 		$238K Buy
+4,070
New +$218K 0.14% 53

Other funds holding BITB

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $260M AUM 4.04% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return

Valley Financial Group's BITB Position: Q4 2025 in Review

Valley Financial Group sold out of Bitwise Bitcoin ETF (BITB) in Q4 2025, closing a stake of 4,441 shares — an estimated $276K sold.

Valley Financial Group first reported a position in BITB in Q2 2025 and held it in 2 quarters. The position peaked at $276K in Q3 2025. 313 funds tracked by Wall St. Rank hold BITB as of Q4 2025.

  • Valley Financial Group reported no remaining Bitwise Bitcoin ETF position as of Q4 2025 after selling out during the quarter.
  • Valley Financial Group sold 4,441 Bitwise Bitcoin ETF shares in Q4 2025, an estimated $276K.
  • Valley Financial Group first reported a position in Bitwise Bitcoin ETF in Q2 2025 and held it in 2 quarters.
  • Valley Financial Group's Bitwise Bitcoin ETF position peaked at $276K in Q3 2025.
  • 313 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q4 2025.

Based on Valley Financial Group's 13F filing for Q4 2025, filed 18 Feb 2026.