FP
FBTC icon

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

Financial Perspectives’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 		$186K Hold
3,637
– – 0.05% 180
2026
Q1 		$215K Hold
3,637
– – 0.06% 151
2025
Q4 		$277K Buy
3,637
+789
+28% +$68.8K 0.07% 136
2025
Q3 		$284K Hold
2,848
– – 0.08% 130
2025
Q2 		$268K Hold
2,848
– – 0.08% 129
2025
Q1 		$205K Buy
2,848
+196
+7% +$15.9K 0.07% 135
2024
Q4 		$216K Buy
2,652
+165
+7% +$12K 0.07% 133
2024
Q3 		$138K Hold
2,487
– – 0.05% 175
2024
Q2 		$130K Buy
+2,487
New +$143K 0.05% 174

Other funds holding FBTC

SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CF
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
PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
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

Financial Perspectives's FBTC Position: Q2 2026 in Review

Financial Perspectives held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q2 2026 at 3,637 shares worth $186K. The position accounts for 0.05% of the portfolio, ranked #180.

Financial Perspectives first reported a position in FBTC in Q2 2024 and has held it in 9 quarters since. The position peaked at $284K in Q3 2025. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Financial Perspectives held 3,637 shares of Fidelity Wise Origin Bitcoin Fund worth $186K as of Q2 2026.
  • Financial Perspectives left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund made up 0.05% of Financial Perspectives's portfolio in Q2 2026, its #180 holding.
  • Financial Perspectives first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and has held it in 9 quarters since.
  • Financial Perspectives's Fidelity Wise Origin Bitcoin Fund position peaked at $284K in Q3 2025.
  • 622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.