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Bogart Wealth LLC’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Bogart Wealth LLC’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 		$655K Buy
12,839
+5,857
+84% +$366K 0.02% 163
2026
Q1 		$412K Buy
6,982
+6,717
+2,535% +$447K 0.02% 189
2025
Q4 		$20.2K Buy
+265
New +$23.1K ﹤0.01% 684
2025
Q1 		– Sell
-395
Closed -$32.2K – 1450
2024
Q4 		$32.2K Buy
+395
New +$28.7K ﹤0.01% 489

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

Bogart Wealth LLC's FBTC Position: Q2 2026 in Review

Bogart Wealth LLC increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 84% in Q2 2026, buying an estimated $366K and bringing the position to 12,839 shares worth $655K. The position accounts for 0.02% of the portfolio, ranked #163.

Bogart Wealth LLC first reported a position in FBTC in Q4 2024 and has held it in 4 quarters since. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Bogart Wealth LLC held 12,839 shares of Fidelity Wise Origin Bitcoin Fund worth $655K as of Q2 2026.
  • Bogart Wealth LLC bought 5,857 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $366K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.02% of Bogart Wealth LLC's portfolio in Q2 2026, its #163 holding.
  • Bogart Wealth LLC first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 4 quarters since.
  • 622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.