Bedel Financial Consulting’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Bedel Financial Consulting’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	$836K	Buy	16,368 +191	+1%	+$11.9K	0.08%	127
2026 Q1	$955K	Buy	16,177 +1,411	+10%	+$93.9K	0.11%	106
2025 Q4	$1.13M	Hold	14,766	–	–	0.12%	93
2025 Q3	$1.47M	Buy	14,766 +30	+0.2%	+$3K	0.19%	72
2025 Q2	$1.39M	Buy	14,736 +333	+2%	+$28.7K	0.19%	74
2025 Q1	$1.19M	Buy	14,403 +193	+1%	+$15.7K	0.17%	78
2024 Q4	$1.21M	Buy	14,210 +4,613	+48%	+$335K	0.17%	84
2024 Q3	$533K	Buy	+9,597	New	+$512K	0.08%	136

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

Bedel Financial Consulting's FBTC Position: Q2 2026 in Review

Bedel Financial Consulting increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 1.2% in Q2 2026, buying an estimated $11.9K and bringing the position to 16,368 shares worth $836K. The position accounts for 0.08% of the portfolio, ranked #127.

Bedel Financial Consulting first reported a position in FBTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.47M in Q3 2025. 623 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Bedel Financial Consulting held 16,368 shares of Fidelity Wise Origin Bitcoin Fund worth $836K as of Q2 2026.
Bedel Financial Consulting bought 191 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $11.9K.
Fidelity Wise Origin Bitcoin Fund made up 0.08% of Bedel Financial Consulting's portfolio in Q2 2026, its #127 holding.
Bedel Financial Consulting first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2024 and has held it in 8 quarters since.
Bedel Financial Consulting's Fidelity Wise Origin Bitcoin Fund position peaked at $1.47M in Q3 2025.
623 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.