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

Forum Financial 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
Q1 		$667K Hold
11,300
– – 0.01% 166
2025
Q4 		$861K Buy
+11,300
New +$986K 0.01% 283

Other funds holding FBTC

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
PRA
Pine Ridge Advisers New York $1.62B AUM 16.97% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Forum Financial Management's FBTC Position: Q1 2026 in Review

Forum Financial Management held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q1 2026 at 11,300 shares worth $667K. The position accounts for 0.01% of the portfolio, ranked #166.

Forum Financial Management first reported a position in FBTC in Q4 2025 and has held it in 2 quarters since. The position peaked at $861K in Q4 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Forum Financial Management held 11,300 shares of Fidelity Wise Origin Bitcoin Fund worth $667K as of Q1 2026.
  • Forum Financial Management left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q1 2026.
  • Fidelity Wise Origin Bitcoin Fund made up 0.01% of Forum Financial Management's portfolio in Q1 2026, its #166 holding.
  • Forum Financial Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2025 and has held it in 2 quarters since.
  • Forum Financial Management's Fidelity Wise Origin Bitcoin Fund position peaked at $861K in Q4 2025.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.