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Cascade Financial Partners’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Cascade Financial 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
2026
Q1 		$537K Buy
9,098
+3,264
+56% +$217K 0.06% 163
2025
Q4 		$445K Buy
5,834
+748
+15% +$65.3K 0.05% 172
2025
Q3 		$508K Buy
5,086
+342
+7% +$34.2K 0.06% 166
2025
Q2 		$446K Sell
4,744
-638
-12% -$54.9K 0.05% 170
2025
Q1 		$387K Buy
5,382
+1,632
+44% +$133K 0.05% 177
2024
Q4 		$306K Sell
3,750
-550
-13% -$39.9K 0.04% 186
2024
Q3 		$254K Buy
+4,300
New +$229K 0.03% 207

Other funds holding FBTC

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
PRA
Pine Ridge Advisers New York $1.62B AUM 16.97% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Cascade Financial Partners's FBTC Position: Q1 2026 in Review

Cascade Financial Partners increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 56% in Q1 2026, buying an estimated $217K and bringing the position to 9,098 shares worth $537K. The position accounts for 0.06% of the portfolio, ranked #163.

Cascade Financial Partners first reported a position in FBTC in Q3 2024 and has held it in 7 quarters since. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Cascade Financial Partners held 9,098 shares of Fidelity Wise Origin Bitcoin Fund worth $537K as of Q1 2026.
  • Cascade Financial Partners bought 3,264 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $217K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.06% of Cascade Financial Partners's portfolio in Q1 2026, its #163 holding.
  • Cascade Financial Partners first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2024 and has held it in 7 quarters since.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.