Atlantic Private Wealth’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Atlantic Private Wealth’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	$61.3K	Hold	1,201	–	–	0.04%	112
2026 Q1	$70.9K	Hold	1,201	–	–	0.05%	110
2025 Q4	$91.6K	Hold	1,201	–	–	0.06%	86
2025 Q3	$120K	Hold	1,201	–	–	0.08%	71
2025 Q2	$113K	Buy	1,201 +378	+46%	+$32.5K	0.08%	69
2025 Q1	$59.2K	Hold	823	–	–	0.04%	102
2024 Q4	$67.1K	Hold	823	–	–	0.05%	80
2024 Q3	$45.7K	Hold	823	–	–	0.03%	88
2024 Q2	$43.2K	Hold	823	–	–	0.04%	67
2024 Q1	$51.1K	Buy	+823	New	+$39.4K	0.04%	67

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

Atlantic Private Wealth's FBTC Position: Q2 2026 in Review

Atlantic Private Wealth held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q2 2026 at 1,201 shares worth $61.3K. The position accounts for 0.04% of the portfolio, ranked #112.

Atlantic Private Wealth first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $120K in Q3 2025. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Atlantic Private Wealth held 1,201 shares of Fidelity Wise Origin Bitcoin Fund worth $61.3K as of Q2 2026.
Atlantic Private Wealth left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q2 2026.
Fidelity Wise Origin Bitcoin Fund made up 0.04% of Atlantic Private Wealth's portfolio in Q2 2026, its #112 holding.
Atlantic Private Wealth first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
Atlantic Private Wealth's Fidelity Wise Origin Bitcoin Fund position peaked at $120K in Q3 2025.
622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.