CWP
FBTC icon

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

Concord Wealth 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 		$887 Buy
+17
New +$1.06K ﹤0.01% 784
2026
Q1 		– Sell
-17
Closed -$1.32K – 389
2025
Q4 		$1.32K Hold
17
– – ﹤0.01% 719
2025
Q3 		$1.73K Hold
17
– – ﹤0.01% 718
2025
Q2 		$1.63K Hold
17
– – ﹤0.01% 736
2025
Q1 		$1.25K Buy
+17
New +$1.38K ﹤0.01% 717

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

Concord Wealth Partners's FBTC Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2026: 17 shares worth $887. The stake represents ﹤0.01% of the portfolio and ranks #784 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in FBTC as recently as Q4 2025.

Concord Wealth Partners first reported a position in FBTC in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.73K in Q3 2025. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Concord Wealth Partners held 17 shares of Fidelity Wise Origin Bitcoin Fund worth $887 as of Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund was a new Concord Wealth Partners position in Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #784 holding.
  • Concord Wealth Partners first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2025 and has held it in 5 quarters since.
  • Concord Wealth Partners's Fidelity Wise Origin Bitcoin Fund position peaked at $1.73K in Q3 2025.
  • 622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.