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Comprehensive Financial Planning’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Comprehensive Financial Planning’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
Q1 		$7.38K Buy
+125
New +$8.31K 0.01% 282

Other funds holding FBTC

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
PRA
Pine Ridge Advisers New York $1.62B AUM 16.97% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Comprehensive Financial Planning's FBTC Position: Q1 2026 in Review

Comprehensive Financial Planning opened a new position in Fidelity Wise Origin Bitcoin Fund (FBTC) in Q1 2026: 125 shares worth $7.38K. The stake represents 0.01% of the portfolio and ranks #282 among its holdings.

640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Comprehensive Financial Planning held 125 shares of Fidelity Wise Origin Bitcoin Fund worth $7.38K as of Q1 2026.
  • Fidelity Wise Origin Bitcoin Fund was a new Comprehensive Financial Planning position in Q1 2026.
  • Fidelity Wise Origin Bitcoin Fund made up 0.01% of Comprehensive Financial Planning's portfolio in Q1 2026, its #282 holding.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.