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

Bleakley 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
2026 Q2	$1.01M	Buy	19,826 +714	+4%	+$44.6K	0.01%	649
2026 Q1	$1.13M	Buy	19,112 +2,257	+13%	+$150K	0.02%	500
2025 Q4	$1.28M	Buy	+16,855	New	+$1.47M	0.02%	426
2025 Q1	–	Sell	-8,680	Closed	-$708K	–	667
2024 Q4	$708K	Sell	8,680 -408	-4%	-$29.6K	0.02%	513
2024 Q3	$505K	Buy	9,088 +5,235	+136%	+$279K	0.02%	599
2024 Q2	$202K	Buy	3,853 +519	+16%	+$29.8K	0.01%	897
2024 Q1	$207K	Buy	+3,334	New	+$160K	0.01%	890

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

Bleakley Financial Group's FBTC Position: Q2 2026 in Review

Bleakley Financial Group increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 3.7% in Q2 2026, buying an estimated $44.6K and bringing the position to 19,826 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #649.

Bleakley Financial Group first reported a position in FBTC in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.28M in Q4 2025. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Bleakley Financial Group held 19,826 shares of Fidelity Wise Origin Bitcoin Fund worth $1.01M as of Q2 2026.
Bleakley Financial Group bought 714 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $44.6K.
Fidelity Wise Origin Bitcoin Fund made up 0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #649 holding.
Bleakley Financial Group first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 7 quarters since.
Bleakley Financial Group's Fidelity Wise Origin Bitcoin Fund position peaked at $1.28M in Q4 2025.
622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.