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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
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

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
PRA
Pine Ridge Advisers New York $1.62B AUM 16.97% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Bleakley Financial Group's FBTC Position: Q1 2026 in Review

Bleakley Financial Group increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 13% in Q1 2026, buying an estimated $150K and bringing the position to 19,112 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #500.

Bleakley Financial Group first reported a position in FBTC in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.28M in Q4 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Bleakley Financial Group held 19,112 shares of Fidelity Wise Origin Bitcoin Fund worth $1.13M as of Q1 2026.
  • Bleakley Financial Group bought 2,257 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $150K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.02% of Bleakley Financial Group's portfolio in Q1 2026, its #500 holding.
  • Bleakley Financial Group first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 6 quarters since.
  • Bleakley Financial Group's Fidelity Wise Origin Bitcoin Fund position peaked at $1.28M in Q4 2025.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Bleakley Financial Group's 13F filing for Q1 2026, filed 4 May 2026.