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BSW Wealth Partners’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

BSW Wealth Partners’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
Q4 		– Sell
-2,378
Closed -$237K – 333
2025
Q3 		$237K Buy
2,378
+106
+5% +$10.6K 0.03% 286
2025
Q2 		$214K Buy
+2,272
New +$196K 0.03% 295

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Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 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
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
PCM
Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return

BSW Wealth Partners's FBTC Position: Q4 2025 in Review

BSW Wealth Partners sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q4 2025, closing a stake of 2,378 shares — an estimated $237K sold.

BSW Wealth Partners first reported a position in FBTC in Q2 2025 and held it in 2 quarters. The position peaked at $237K in Q3 2025. 676 funds tracked by Wall St. Rank hold FBTC as of Q4 2025.

  • BSW Wealth Partners reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q4 2025 after selling out during the quarter.
  • BSW Wealth Partners sold 2,378 Fidelity Wise Origin Bitcoin Fund shares in Q4 2025, an estimated $237K.
  • BSW Wealth Partners first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2025 and held it in 2 quarters.
  • BSW Wealth Partners's Fidelity Wise Origin Bitcoin Fund position peaked at $237K in Q3 2025.
  • 676 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q4 2025.

Based on BSW Wealth Partners's 13F filing for Q4 2025, filed 23 Jan 2026.