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

Five Pine 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	$714K	Buy	13,984 +1,921	+16%	+$120K	0.4%	25
2026 Q1	$712K	Buy	12,063 +2,449	+25%	+$163K	0.44%	26
2025 Q4	$733K	Buy	9,614 +2,328	+32%	+$203K	0.47%	26
2025 Q3	$727K	Buy	7,286 +2,629	+56%	+$263K	0.49%	26
2025 Q2	$438K	Buy	4,657 +407	+10%	+$35K	0.32%	27
2025 Q1	$306K	Buy	4,250 +962	+29%	+$78.2K	0.25%	31
2024 Q4	$268K	Buy	+3,288	New	+$238K	0.23%	32

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

Five Pine Wealth Management's FBTC Position: Q2 2026 in Review

Five Pine Wealth Management increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 16% in Q2 2026, buying an estimated $120K and bringing the position to 13,984 shares worth $714K. The position accounts for 0.4% of the portfolio, ranked #25.

Five Pine Wealth Management first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $733K in Q4 2025. 619 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Five Pine Wealth Management held 13,984 shares of Fidelity Wise Origin Bitcoin Fund worth $714K as of Q2 2026.
Five Pine Wealth Management bought 1,921 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $120K.
Fidelity Wise Origin Bitcoin Fund made up 0.4% of Five Pine Wealth Management's portfolio in Q2 2026, its #25 holding.
Five Pine Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
Five Pine Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $733K in Q4 2025.
619 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Five Pine Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.