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 Q2	–	Sell	-9,098	Closed	-$537K	–	282
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

SSA

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

PCM

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

PRA

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

Cascade Financial Partners's FBTC Position: Q2 2026 in Review

Cascade Financial Partners sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2026, closing a stake of 9,098 shares — an estimated $537K sold.

Cascade Financial Partners first reported a position in FBTC in Q3 2024 and held it in 7 quarters. The position peaked at $537K in Q1 2026. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Cascade Financial Partners reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q2 2026 after selling out during the quarter.
Cascade Financial Partners sold 9,098 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $537K.
Cascade Financial Partners first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2024 and held it in 7 quarters.
Cascade Financial Partners's Fidelity Wise Origin Bitcoin Fund position peaked at $537K in Q1 2026.
622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.