Eaton Financial Holdings’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Eaton Financial Holdings’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	–	Sell	-71,748	Closed	-$4.24M	–	136
2026 Q1	$4.24M	Buy	71,748 +508	+0.7%	+$33.8K	1.39%	17
2025 Q4	$5.43M	Buy	71,240 +22,419	+46%	+$1.96M	1.46%	20
2025 Q3	$4.87M	Buy	48,821 +16,103	+49%	+$1.61M	1.37%	22
2025 Q2	$3.08M	Buy	32,718 +161	+0.5%	+$13.9K	0.95%	25
2025 Q1	$2.34M	Sell	32,557 -12,416	-28%	-$1.01M	0.97%	26
2024 Q4	$3.67M	Buy	+44,973	New	+$3.26M	1.41%	20

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

Eaton Financial Holdings's FBTC Position: Q2 2026 in Review

Eaton Financial Holdings sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2026, closing a stake of 71,748 shares — an estimated $4.24M sold.

Eaton Financial Holdings first reported a position in FBTC in Q4 2024 and held it in 6 quarters. The position peaked at $5.43M in Q4 2025. 619 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Eaton Financial Holdings reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q2 2026 after selling out during the quarter.
Eaton Financial Holdings sold 71,748 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $4.24M.
Eaton Financial Holdings first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and held it in 6 quarters.
Eaton Financial Holdings's Fidelity Wise Origin Bitcoin Fund position peaked at $5.43M in Q4 2025.
619 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Eaton Financial Holdings's 13F filing for Q2 2026, filed 5 Aug 2026.