Capital Analysts LLC’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Capital Analysts 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	$53K	Hold	1,034	–	–	﹤0.01%	981
2026 Q1	$61K	Hold	1,034	–	–	﹤0.01%	904
2025 Q4	$79K	Buy	1,034 +114	+12%	+$9.9K	﹤0.01%	821
2025 Q3	$92K	Buy	920 +246	+36%	+$24.6K	﹤0.01%	751
2025 Q2	$63K	Buy	674 +109	+19%	+$9.38K	﹤0.01%	764
2025 Q1	$41K	Buy	565 +213	+61%	+$17.3K	﹤0.01%	834
2024 Q4	$29K	Hold	352	–	–	﹤0.01%	857
2024 Q3	$20K	Hold	352	–	–	﹤0.01%	904
2024 Q2	$18K	Buy	352 +177	+101%	+$10.1K	﹤0.01%	874
2024 Q1	$11K	Buy	+175	New	+$8.37K	﹤0.01%	911

Other funds holding FBTC

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

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

Pine Ridge Advisers New York $1.66B AUM 18.03% 1-Year Est. Return

Capital Analysts LLC's FBTC Position: Q2 2026 in Review

Capital Analysts LLC held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q2 2026 at 1,034 shares worth $53K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

Capital Analysts LLC first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $92K in Q3 2025. 626 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Capital Analysts LLC held 1,034 shares of Fidelity Wise Origin Bitcoin Fund worth $53K as of Q2 2026.
Capital Analysts LLC left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q2 2026.
Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #981 holding.
Capital Analysts LLC first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
Capital Analysts LLC's Fidelity Wise Origin Bitcoin Fund position peaked at $92K in Q3 2025.
626 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.