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FRG Family Wealth Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

FRG Family Wealth Advisors’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 		$1.49M Sell
25,205
-6,370
-20% -$424K 0.24% 70
2025
Q4 		$2.41M Buy
31,575
+6,287
+25% +$549K 0.37% 53
2025
Q3 		$2.52M Buy
25,288
+7,583
+43% +$758K 0.41% 50
2025
Q2 		$1.66M Buy
17,705
+10,165
+135% +$875K 0.29% 54
2025
Q1 		$543K Buy
+7,540
New +$613K 0.1% 101

Other funds holding FBTC

Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
CF
Cantor Fitzgerald New York $9.31B AUM 73.66% 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
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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FRG Family Wealth Advisors's FBTC Position: Q1 2026 in Review

FRG Family Wealth Advisors reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 20% in Q1 2026, selling an estimated $424K and leaving 25,205 shares worth $1.49M. The position accounts for 0.24% of the portfolio, ranked #70.

FRG Family Wealth Advisors first reported a position in FBTC in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.52M in Q3 2025. 643 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • FRG Family Wealth Advisors held 25,205 shares of Fidelity Wise Origin Bitcoin Fund worth $1.49M as of Q1 2026.
  • FRG Family Wealth Advisors sold 6,370 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $424K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.24% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #70 holding.
  • FRG Family Wealth Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2025 and has held it in 5 quarters since.
  • FRG Family Wealth Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $2.52M in Q3 2025.
  • 643 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.