Glassman Wealth Services’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Glassman Wealth Services’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	$4.13K	Hold	81	–	–	﹤0.01%	211
2026 Q1	$4.78K	Hold	81	–	–	﹤0.01%	164
2025 Q4	$6.17K	Hold	81	–	–	﹤0.01%	171
2025 Q3	$8.09K	Hold	81	–	–	﹤0.01%	152
2025 Q2	$7.61K	Hold	81	–	–	﹤0.01%	151
2025 Q1	$5.83K	Buy	+81	New	+$6.59K	﹤0.01%	175
2024 Q4	–	Sell	-81	Closed	-$4.5K	–	181
2024 Q3	$4.5K	Hold	81	–	–	﹤0.01%	160
2024 Q2	$4.25K	Buy	+81	New	+$4.64K	﹤0.01%	168

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

Glassman Wealth Services's FBTC Position: Q2 2026 in Review

Glassman Wealth Services held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q2 2026 at 81 shares worth $4.13K. The position accounts for ﹤0.01% of the portfolio, ranked #211.

Glassman Wealth Services first reported a position in FBTC in Q2 2024 and has held it in 8 quarters since. The position peaked at $8.09K in Q3 2025. 623 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Glassman Wealth Services held 81 shares of Fidelity Wise Origin Bitcoin Fund worth $4.13K as of Q2 2026.
Glassman Wealth Services left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q2 2026.
Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of Glassman Wealth Services's portfolio in Q2 2026, its #211 holding.
Glassman Wealth Services first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and has held it in 8 quarters since.
Glassman Wealth Services's Fidelity Wise Origin Bitcoin Fund position peaked at $8.09K in Q3 2025.
623 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.