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

Berger 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
2025
Q2 		– Sell
-7,362
Closed -$530K – 424
2025
Q1 		$530K Hold
7,362
– – 0.04% 252
2024
Q4 		$601K Buy
7,362
+75
+1% +$5.44K 0.04% 232
2024
Q3 		$405K Hold
7,287
– – 0.03% 258
2024
Q2 		$382K Buy
7,287
+90
+1% +$5.16K 0.03% 242
2024
Q1 		$447K Buy
+7,197
New +$344K 0.04% 218

Other funds holding FBTC

Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return
CF
Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return
PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
PRA
Pine Ridge Advisers New York $1.66B AUM 18.03% 1-Year Est. Return

Berger Financial Group's FBTC Position: Q2 2025 in Review

Berger Financial Group sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2025, closing a stake of 7,362 shares — an estimated $530K sold.

Berger Financial Group first reported a position in FBTC in Q1 2024 and held it in 5 quarters. The position peaked at $601K in Q4 2024. 623 funds tracked by Wall St. Rank hold FBTC as of Q2 2025.

  • Berger Financial Group reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q2 2025 after selling out during the quarter.
  • Berger Financial Group sold 7,362 Fidelity Wise Origin Bitcoin Fund shares in Q2 2025, an estimated $530K.
  • Berger Financial Group first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and held it in 5 quarters.
  • Berger Financial Group's Fidelity Wise Origin Bitcoin Fund position peaked at $601K in Q4 2024.
  • 623 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2025.

Based on Berger Financial Group's 13F filing for Q2 2025, filed 22 Jul 2025.