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

Cerity 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	$2M	Buy	39,142 +1,895	+5%	+$118K	﹤0.01%	1595
2026 Q1	$2.2M	Buy	37,247 +3,654	+11%	+$243K	﹤0.01%	1440
2025 Q4	$2.56M	Buy	33,593 +9,169	+38%	+$800K	﹤0.01%	1262
2025 Q3	$2.44M	Buy	24,424 +4,871	+25%	+$487K	﹤0.01%	1202
2025 Q2	$1.84M	Buy	19,553 +3,039	+18%	+$262K	﹤0.01%	1257
2025 Q1	$1.19M	Buy	16,514 +2,510	+18%	+$204K	﹤0.01%	1355
2024 Q4	$1.14M	Buy	14,004 +8,605	+159%	+$624K	﹤0.01%	1351
2024 Q3	$300K	Buy	+5,399	New	+$288K	﹤0.01%	2065

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

Cerity Partners's FBTC Position: Q2 2026 in Review

Cerity Partners increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 5.1% in Q2 2026, buying an estimated $118K and bringing the position to 39,142 shares worth $2M. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

Cerity Partners first reported a position in FBTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.56M in Q4 2025. 626 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Cerity Partners held 39,142 shares of Fidelity Wise Origin Bitcoin Fund worth $2M as of Q2 2026.
Cerity Partners bought 1,895 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $118K.
Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1595 holding.
Cerity Partners first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2024 and has held it in 8 quarters since.
Cerity Partners's Fidelity Wise Origin Bitcoin Fund position peaked at $2.56M in Q4 2025.
626 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.