Commonwealth Equity Services’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Commonwealth Equity Services’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	$8.34M	Sell	163,437 -24,356	-13%	-$1.52M	0.01%	1061
2026 Q1	$11.1M	Sell	187,793 -3,727	-2%	-$248K	0.02%	838
2025 Q4	$14.6M	Sell	191,520 -2,549	-1%	-$222K	0.02%	703
2025 Q3	$19.4M	Sell	194,069 -41,759	-18%	-$4.17M	0.03%	588
2025 Q2	$22.2M	Buy	235,828 +19,240	+9%	+$1.66M	0.03%	544
2025 Q1	$15.6M	Buy	216,588 +45,194	+26%	+$3.68M	0.02%	660
2024 Q4	$14M	Buy	171,394 +90,926	+113%	+$6.6M	0.02%	673
2024 Q3	$4.47M	Buy	80,468 +8,919	+12%	+$476K	0.01%	1292
2024 Q2	$3.75M	Buy	71,549 +1,793	+3%	+$103K	0.01%	1366
2024 Q1	$4.33M	Buy	+69,756	New	+$3.34M	0.01%	1262

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

Commonwealth Equity Services's FBTC Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 13% in Q2 2026, selling an estimated $1.52M and leaving 163,437 shares worth $8.34M. The position accounts for 0.01% of the portfolio, ranked #1061.

Commonwealth Equity Services first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $22.2M in Q2 2025. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Commonwealth Equity Services held 163,437 shares of Fidelity Wise Origin Bitcoin Fund worth $8.34M as of Q2 2026.
Commonwealth Equity Services sold 24,356 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $1.52M.
Fidelity Wise Origin Bitcoin Fund made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1061 holding.
Commonwealth Equity Services first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
Commonwealth Equity Services's Fidelity Wise Origin Bitcoin Fund position peaked at $22.2M in Q2 2025.
622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.