Drive Wealth Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Drive Wealth Management’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	$585K	Buy	11,457 +839	+8%	+$52.4K	0.1%	155
2026 Q1	$627K	Buy	10,618 +4,574	+76%	+$304K	0.13%	132
2025 Q4	$461K	Buy	6,044 +3,493	+137%	+$305K	0.09%	175
2025 Q3	$255K	Sell	2,551 -938	-27%	-$93.7K	0.05%	273
2025 Q2	$328K	Sell	3,489 -3	-0.1%	-$258	0.07%	222
2025 Q1	$251K	Buy	3,492 +960	+38%	+$78.1K	0.06%	257
2024 Q4	$207K	Buy	+2,532	New	+$184K	0.05%	307

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

Drive Wealth Management's FBTC Position: Q2 2026 in Review

Drive Wealth Management increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 7.9% in Q2 2026, buying an estimated $52.4K and bringing the position to 11,457 shares worth $585K. The position accounts for 0.1% of the portfolio, ranked #155.

Drive Wealth Management first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $627K in Q1 2026. 619 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Drive Wealth Management held 11,457 shares of Fidelity Wise Origin Bitcoin Fund worth $585K as of Q2 2026.
Drive Wealth Management bought 839 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $52.4K.
Fidelity Wise Origin Bitcoin Fund made up 0.1% of Drive Wealth Management's portfolio in Q2 2026, its #155 holding.
Drive Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
Drive Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $627K in Q1 2026.
619 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.