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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
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

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

Glassman Wealth Services's FBTC Position: Q1 2026 in Review

Glassman Wealth Services held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q1 2026 at 81 shares worth $4.78K. The position accounts for ﹤0.01% of the portfolio, ranked #164.

Glassman Wealth Services first reported a position in FBTC in Q2 2024 and has held it in 7 quarters since. The position peaked at $8.09K in Q3 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Glassman Wealth Services held 81 shares of Fidelity Wise Origin Bitcoin Fund worth $4.78K as of Q1 2026.
  • Glassman Wealth Services left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q1 2026.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of Glassman Wealth Services's portfolio in Q1 2026, its #164 holding.
  • Glassman Wealth Services first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and has held it in 7 quarters since.
  • Glassman Wealth Services's Fidelity Wise Origin Bitcoin Fund position peaked at $8.09K in Q3 2025.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Glassman Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.