BFP
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Briaud Financial Planning’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Briaud Financial Planning’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
Q3 		– Sell
-294
Closed -$27K – 118
2025
Q2 		$27K Buy
+294
New +$25.3K 0.01% 142

Other funds holding FBTC

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PRA
Pine Ridge Advisers New York $1.62B AUM 16.97% 1-Year Est. Return

Briaud Financial Planning's FBTC Position: Q3 2025 in Review

Briaud Financial Planning sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q3 2025, closing a stake of 294 shares — an estimated $27K sold.

Briaud Financial Planning first reported a position in FBTC in Q2 2025 and held it in 1 quarter. The position peaked at $27K in Q2 2025. 682 funds tracked by Wall St. Rank hold FBTC as of Q3 2025.

  • Briaud Financial Planning reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 294 Fidelity Wise Origin Bitcoin Fund shares in Q3 2025, an estimated $27K.
  • Briaud Financial Planning first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's Fidelity Wise Origin Bitcoin Fund position peaked at $27K in Q2 2025.
  • 682 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.