Allegheny Financial Group’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Allegheny Financial Group’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 Q2	$5.24M	Sell	102,569 -63	-0.1%	-$3.94K	0.56%	33
2026 Q1	$6.06M	Sell	102,632 -48	-0%	-$3.19K	0.82%	25
2025 Q4	$7.83M	Buy	102,680 +1,188	+1%	+$104K	1.16%	23
2025 Q3	$10.1M	Buy	101,492 +2,450	+2%	+$245K	1.89%	12
2025 Q2	$9.31M	Sell	99,042 -6,442	-6%	-$554K	2.07%	12
2025 Q1	$7.59M	Buy	105,484 +36,738	+53%	+$2.99M	1.95%	13
2024 Q4	$5.61M	Buy	68,746 +45,912	+201%	+$3.33M	1.44%	14
2024 Q3	$1.27M	Buy	+22,834	New	+$1.22M	0.31%	65

Other funds holding FBTC

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return

PCM

Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return

ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

PRA

Pine Ridge Advisers New York $1.66B AUM 18.03% 1-Year Est. Return

Allegheny Financial Group's FBTC Position: Q2 2026 in Review

Allegheny Financial Group reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 0.06% in Q2 2026, selling an estimated $3.94K and leaving 102,569 shares worth $5.24M. The position accounts for 0.56% of the portfolio, ranked #33.

Allegheny Financial Group first reported a position in FBTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $10.1M in Q3 2025. 620 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Allegheny Financial Group held 102,569 shares of Fidelity Wise Origin Bitcoin Fund worth $5.24M as of Q2 2026.
Allegheny Financial Group sold 63 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $3.94K.
Fidelity Wise Origin Bitcoin Fund made up 0.56% of Allegheny Financial Group's portfolio in Q2 2026, its #33 holding.
Allegheny Financial Group first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2024 and has held it in 8 quarters since.
Allegheny Financial Group's Fidelity Wise Origin Bitcoin Fund position peaked at $10.1M in Q3 2025.
620 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.