Cascade Financial Partners
FBTC icon

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

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ParaFi Capital
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Morgan Stanley
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Jane Street
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CPRC
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Pine Ridge Advisers
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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. 627 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.
  • 627 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.