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Curran Financial Partners’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Curran Financial 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
Q1 		$254K Buy
4,303
+65
+2% +$4.32K 0.05% 108
2025
Q4 		$323K Sell
4,238
-610
-13% -$53.2K 0.06% 100
2025
Q3 		$484K Buy
4,848
+1,545
+47% +$154K 0.1% 93
2025
Q2 		$310K Buy
+3,303
New +$284K 0.07% 99

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

Curran Financial Partners's FBTC Position: Q1 2026 in Review

Curran Financial Partners increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 1.5% in Q1 2026, buying an estimated $4.32K and bringing the position to 4,303 shares worth $254K. The position accounts for 0.05% of the portfolio, ranked #108.

Curran Financial Partners first reported a position in FBTC in Q2 2025 and has held it in 4 quarters since. The position peaked at $484K in Q3 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Curran Financial Partners held 4,303 shares of Fidelity Wise Origin Bitcoin Fund worth $254K as of Q1 2026.
  • Curran Financial Partners bought 65 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $4.32K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.05% of Curran Financial Partners's portfolio in Q1 2026, its #108 holding.
  • Curran Financial Partners first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2025 and has held it in 4 quarters since.
  • Curran Financial Partners's Fidelity Wise Origin Bitcoin Fund position peaked at $484K in Q3 2025.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Curran Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.