Caprock Group’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$329K Buy
5,566
+664
+14% +$44.2K 0.01% 892
2025
Q4
$374K Buy
4,902
+1,283
+35% +$112K 0.01% 919
2025
Q3
$342K Buy
+3,619
New +$362K 0.01% 909

Other funds holding FBTC

Caprock Group's FBTC Position: Q1 2026 in Review

Caprock Group increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 14% in Q1 2026, buying an estimated $44.2K and bringing the position to 5,566 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #892.

Caprock Group first reported a position in FBTC in Q3 2025 and has held it in 3 quarters since. The position peaked at $374K in Q4 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Caprock Group held 5,566 shares of Fidelity Wise Origin Bitcoin Fund worth $329K as of Q1 2026.
  • Caprock Group bought 664 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $44.2K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.01% of Caprock Group's portfolio in Q1 2026, its #892 holding.
  • Caprock Group first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2025 and has held it in 3 quarters since.
  • Caprock Group's Fidelity Wise Origin Bitcoin Fund position peaked at $374K in Q4 2025.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.