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Clearstead Trust’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Clearstead Trust’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 		$9.19K Hold
180
– – ﹤0.01% 645
2026
Q1 		$10.6K Hold
180
– – ﹤0.01% 562
2025
Q4 		$13.7K Hold
180
– – ﹤0.01% 520
2025
Q3 		$18K Buy
180
+10
+6% +$999 ﹤0.01% 462
2025
Q2 		$16K Hold
170
– – ﹤0.01% 485
2025
Q1 		$12.2K Hold
170
– – ﹤0.01% 431
2024
Q4 		$13.9K Hold
170
– – ﹤0.01% 339
2024
Q3 		$9.44K Hold
170
– – ﹤0.01% 347
2024
Q2 		$8.92K Buy
+170
New +$9.75K ﹤0.01% 361

Other funds holding FBTC

SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CF
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
PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
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

Clearstead Trust's FBTC Position: Q2 2026 in Review

Clearstead Trust held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q2 2026 at 180 shares worth $9.19K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

Clearstead Trust first reported a position in FBTC in Q2 2024 and has held it in 9 quarters since. The position peaked at $18K in Q3 2025. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Clearstead Trust held 180 shares of Fidelity Wise Origin Bitcoin Fund worth $9.19K as of Q2 2026.
  • Clearstead Trust left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #645 holding.
  • Clearstead Trust first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and has held it in 9 quarters since.
  • Clearstead Trust's Fidelity Wise Origin Bitcoin Fund position peaked at $18K in Q3 2025.
  • 622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.