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Beacon Pointe Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Beacon Pointe Advisors’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 		$1.51M Buy
29,525
+3,361
+13% +$210K 0.01% 868
2026
Q1 		$1.54M Buy
26,164
+17,799
+213% +$1.18M 0.01% 819
2025
Q4 		$638K Buy
8,365
+4,609
+123% +$402K ﹤0.01% 995
2025
Q3 		$375K Buy
+3,756
New +$375K ﹤0.01% 1109

Other funds holding FBTC

SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CF
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
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
PRA
Pine Ridge Advisers New York $1.66B AUM 18.03% 1-Year Est. Return

Beacon Pointe Advisors's FBTC Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 13% in Q2 2026, buying an estimated $210K and bringing the position to 29,525 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #868.

Beacon Pointe Advisors first reported a position in FBTC in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.54M in Q1 2026. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Beacon Pointe Advisors held 29,525 shares of Fidelity Wise Origin Bitcoin Fund worth $1.51M as of Q2 2026.
  • Beacon Pointe Advisors bought 3,361 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $210K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #868 holding.
  • Beacon Pointe Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2025 and has held it in 4 quarters since.
  • Beacon Pointe Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $1.54M in Q1 2026.
  • 622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.