Crestwood Advisors Group’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Crestwood Advisors 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	$504K	Buy	9,874 +500	+5%	+$31.2K	0.01%	484
2026 Q1	$553K	Buy	9,374 +44	+0.5%	+$2.93K	0.01%	397
2025 Q4	$711K	Buy	9,330 +3,114	+50%	+$272K	0.01%	328
2025 Q3	$620K	Buy	6,216 +2,434	+64%	+$243K	0.01%	338
2025 Q2	$355K	Sell	3,782 -35	-0.9%	-$3.01K	0.01%	406
2025 Q1	$275K	Buy	3,817 +671	+21%	+$54.6K	0.01%	443
2024 Q4	$257K	Buy	+3,146	New	+$228K	﹤0.01%	410

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

Crestwood Advisors Group's FBTC Position: Q2 2026 in Review

Crestwood Advisors Group increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 5.3% in Q2 2026, buying an estimated $31.2K and bringing the position to 9,874 shares worth $504K. The position accounts for 0.01% of the portfolio, ranked #484.

Crestwood Advisors Group first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $711K in Q4 2025. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Crestwood Advisors Group held 9,874 shares of Fidelity Wise Origin Bitcoin Fund worth $504K as of Q2 2026.
Crestwood Advisors Group bought 500 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $31.2K.
Fidelity Wise Origin Bitcoin Fund made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #484 holding.
Crestwood Advisors Group first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
Crestwood Advisors Group's Fidelity Wise Origin Bitcoin Fund position peaked at $711K in Q4 2025.
622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.