BFC Planning, Inc.’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

BFC Planning, Inc.’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 Q3	$57K	Sell	784 -22	-3%	-$1.36K	﹤0.01%	1486
2026 Q2	$41.1K	Buy	806 +694	+620%	+$43.4K	﹤0.01%	1659
2026 Q1	$6.61K	Buy	112 +19	+20%	+$1.26K	﹤0.01%	2200
2025 Q4	$7.09K	Buy	93 +81	+675%	+$7.07K	﹤0.01%	2208
2025 Q3	$1.2K	Hold	12	–	–	﹤0.01%	2593
2025 Q2	$1.13K	Hold	12	–	–	﹤0.01%	2430
2025 Q1	$864	Hold	12	–	–	﹤0.01%	2468
2024 Q4	$979	Hold	12	–	–	﹤0.01%	2410
2024 Q3	$666	Buy	+12	New	+$640	﹤0.01%	2451

Other funds holding FBTC

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Patient Capital Management Baltimore, Maryland $3.15B AUM 29.14% 1-Year Est. Return

Vestor Capital Chicago, Illinois $1.62B AUM 33.15% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $59.1B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.23B AUM 10.89% 1-Year Est. Return

United Capital Management of KS Salina, Kansas $763M AUM 47.7% 1-Year Est. Return

BFC Planning, Inc.'s FBTC Position: Q3 2026 in Review

BFC Planning, Inc. reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 2.7% in Q3 2026, selling an estimated $1.36K and leaving 784 shares worth $57K. The position accounts for ﹤0.01% of the portfolio, ranked #1486.

BFC Planning, Inc. first reported a position in FBTC in Q3 2024 and has held it in 9 quarters since. 587 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

BFC Planning, Inc. held 784 shares of Fidelity Wise Origin Bitcoin Fund worth $57K as of Q3 2026.
BFC Planning, Inc. sold 22 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $1.36K.
Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1486 holding.
BFC Planning, Inc. first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2024 and has held it in 9 quarters since.
587 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.