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Cornerstone Planning Group’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Cornerstone Planning Group’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 		$230 Buy
+4
New +$250 ﹤0.01% 1792
2025
Q1 		– Sell
-1,160
Closed -$103K – 1599
2024
Q4 		$103K Buy
1,160
+360
+45% +$26.1K 0.03% 112
2024
Q3 		$50.8K Buy
800
+649
+430% +$34.6K 0.01% 186
2024
Q2 		$7.07K Buy
+151
New +$8.66K ﹤0.01% 506

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

Cornerstone Planning Group's FBTC Position: Q2 2026 in Review

Cornerstone Planning Group opened a new position in Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2026: 4 shares worth $230. The stake represents ﹤0.01% of the portfolio and ranks #1792 among its holdings. This is a return to the name: Cornerstone Planning Group previously reported a position in FBTC as recently as Q4 2024.

Cornerstone Planning Group first reported a position in FBTC in Q2 2024 and has held it in 4 quarters since. The position peaked at $103K in Q4 2024. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Cornerstone Planning Group held 4 shares of Fidelity Wise Origin Bitcoin Fund worth $230 as of Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund was a new Cornerstone Planning Group position in Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1792 holding.
  • Cornerstone Planning Group first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and has held it in 4 quarters since.
  • Cornerstone Planning Group's Fidelity Wise Origin Bitcoin Fund position peaked at $103K in Q4 2024.
  • 622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.