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Alan B. Lancz & Associates’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Alan B. Lancz & Associates’s Portfolio FBTC Stock Details FBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,900
Closed -$221K – 134
2025
Q4 		$221K Hold
2,900
– – 0.19% 121
2025
Q3 		$289K Buy
2,900
+150
+5% +$15K 0.26% 101
2025
Q2 		$258K Buy
+2,750
New +$237K 0.26% 105
2025
Q1 		– Sell
-2,500
Closed -$204K – 127
2024
Q4 		$204K Buy
+2,500
New +$181K 0.21% 119

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SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
PRA
Pine Ridge Advisers New York $1.62B AUM 16.97% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Alan B. Lancz & Associates's FBTC Position: Q1 2026 in Review

Alan B. Lancz & Associates sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q1 2026, closing a stake of 2,900 shares — an estimated $221K sold.

Alan B. Lancz & Associates first reported a position in FBTC in Q4 2024 and held it in 4 quarters. The position peaked at $289K in Q3 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Alan B. Lancz & Associates reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q1 2026 after selling out during the quarter.
  • Alan B. Lancz & Associates sold 2,900 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $221K.
  • Alan B. Lancz & Associates first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and held it in 4 quarters.
  • Alan B. Lancz & Associates's Fidelity Wise Origin Bitcoin Fund position peaked at $289K in Q3 2025.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q1 2026, filed 5 May 2026.