Bank of Montreal
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Bank of Montreal’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Bank of Montreal’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 		$854K Sell
16,719
-3,436
-17% -$215K ﹤0.01% 2164
2026
Q1 		$1.19M Buy
20,155
+8,856
+78% +$589K ﹤0.01% 1937
2025
Q4 		$861K Buy
11,299
+3,148
+39% +$275K ﹤0.01% 2059
2025
Q3 		$814K Sell
8,151
-65,741
-89% -$6.57M ﹤0.01% 2047
2025
Q2 		$6.95M Buy
73,892
+2,139
+3% +$184K ﹤0.01% 1122
2025
Q1 		$5.16M Sell
71,753
-7,210
-9% -$586K ﹤0.01% 1158
2024
Q4 		$6.44M Sell
78,963
-30,859
-28% -$2.24M ﹤0.01% 1128
2024
Q3 		$6.31M Buy
109,822
+101,698
+1,252% +$5.42M ﹤0.01% 1222
2024
Q2 		$473K Sell
8,124
-1,654
-17% -$94.8K ﹤0.01% 2443
2024
Q1 		$609K Buy
+9,778
New +$468K ﹤0.01% 2308

Other funds holding FBTC

SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.19% 1-Year Est. Return
CF
Cantor Fitzgerald New York $9.23B AUM 74.49% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return
PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
UCMOK
United Capital Management of KS Salina, Kansas $763M AUM 62.72% 1-Year Est. Return

Bank of Montreal's FBTC Position: Q2 2026 in Review

Bank of Montreal reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 17% in Q2 2026, selling an estimated $215K and leaving 16,719 shares worth $854K. The position accounts for ﹤0.01% of the portfolio, ranked #2164.

Bank of Montreal first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.95M in Q2 2025. 595 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Bank of Montreal held 16,719 shares of Fidelity Wise Origin Bitcoin Fund worth $854K as of Q2 2026.
  • Bank of Montreal sold 3,436 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $215K.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2164 holding.
  • Bank of Montreal first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
  • Bank of Montreal's Fidelity Wise Origin Bitcoin Fund position peaked at $6.95M in Q2 2025.
  • 595 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.