Essex Financial Services’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Essex Financial Services’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	$797K	Sell	15,602 -1,189	-7%	-$74.3K	0.04%	373
2026 Q1	$991K	Sell	16,791 -481	-3%	-$32K	0.06%	295
2025 Q4	$1.32M	Sell	17,272 -372	-2%	-$32.5K	0.07%	223
2025 Q3	$1.76M	Sell	17,644 -621	-3%	-$62K	0.11%	177
2025 Q2	$1.72M	Buy	18,265 +13,429	+278%	+$1.16M	0.11%	170
2025 Q1	$348K	Sell	4,836 -428	-8%	-$34.8K	0.03%	464
2024 Q4	$429K	Buy	+5,264	New	+$382K	0.03%	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

Essex Financial Services's FBTC Position: Q2 2026 in Review

Essex Financial Services reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 7.1% in Q2 2026, selling an estimated $74.3K and leaving 15,602 shares worth $797K. The position accounts for 0.04% of the portfolio, ranked #373.

Essex Financial Services first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.76M in Q3 2025. 626 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Essex Financial Services held 15,602 shares of Fidelity Wise Origin Bitcoin Fund worth $797K as of Q2 2026.
Essex Financial Services sold 1,189 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $74.3K.
Fidelity Wise Origin Bitcoin Fund made up 0.04% of Essex Financial Services's portfolio in Q2 2026, its #373 holding.
Essex Financial Services first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
Essex Financial Services's Fidelity Wise Origin Bitcoin Fund position peaked at $1.76M in Q3 2025.
626 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.