Harel Insurance Investments & Financial Services Ltd. BTCO — INVESCO GALAXY BITCOIN ETF

Ownership history in Harel Insurance Investments & Financial Services Ltd.  ·  5 quarters on record

AI Ownership Summary

Harel Insurance Investments & Financial Services Ltd. reported INVESCO GALAXY BITCOIN ETF (BTCO) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. The latest visible filing shows BTCO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BTCO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Harel Insurance Investments & Financial Services Ltd.'s position in INVESCO GALAXY BITCOIN ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BTCO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BTCO stock page Harel Insurance Investments & Financial Services Ltd. fund profile Harel Insurance Investments & Financial Services Ltd. full holdings
How Harel Insurance Investments & Financial Services Ltd. held BTCO — position size vs. price
% of Fund (quarterly)    BTCO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 5,532 -40 -0.7% 0.00% $323 2026-07-29 $63.18
2026 Q1 ADDED — — — 5,572 +1,715 +44.5% 0.00% $376 2026-05-05 $81.26
2025 Q4 ADDED — — — 3,857 +2,444 +173.0% 0.00% $336 2026-02-03 $76.11
2025 Q3 ADDED — — — 1,413 +1,194 +545.2% 0.00% $161 2025-10-29 $110.20
2025 Q2 INITIATED — — — 219 — — 0.00% $24 2025-08-05 $113.37

🏢 Other funds also holding BTCO

As of 2026 Q2 — sorted by position size

Galaxy Digital Inc. 2.5% Farringdon Capital, Ltd. 2.45% RM Financial Services, LLC 0.4% Tolleson Wealth Management, Inc. 3Y 7Y 0.21% Milestone Asset Management Group, LLC 0.17% Key Client Fiduciary Advisors, LLC 3Y 0.17% Financial Security Advisor, Inc. 0.04% Cresset Asset Management, LLC 3Y 7Y 0.04% TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 0.03% MEITAV INVESTMENT HOUSE LTD 3Y 7Y 0.02%

FAQ About Harel Insurance Investments & Financial Services Ltd. and BTCO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Harel Insurance Investments & Financial Services Ltd. reported owning BTCO?

Harel Insurance Investments & Financial Services Ltd. reported BTCO across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported BTCO position in Harel Insurance Investments & Financial Services Ltd.'s portfolio?

The largest reported portfolio weight for BTCO was 0.00% in 2025 Q4.

What is the latest reported BTCO position on this page?

The most recent filing on this page is 2026 Q2, when Harel Insurance Investments & Financial Services Ltd. reported 5,532 shares, equal to 0.00% of portfolio, with an estimated market value of $323.

What does the chart on this BTCO ownership page compare?

The chart compares Harel Insurance Investments & Financial Services Ltd.'s quarterly BTCO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Harel Insurance Investments & Financial Services Ltd. time their BTCO position?

Based on 13F filing dates vs. subsequent BTCO price moves, Harel Insurance Investments & Financial Services Ltd. correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on BTCO relative to SPY over the holding period was +1013.8%.

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