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Global Financial Private Client’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Global Financial Private Client’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 		– Sell
-3,702
Closed -$219K – 253
2026
Q1 		$219K Buy
+3,702
New +$246K 0.07% 222

Other funds holding FBTC

SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CF
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
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
Jane Street
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

Global Financial Private Client's FBTC Position: Q2 2026 in Review

Global Financial Private Client sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2026, closing a stake of 3,702 shares — an estimated $219K sold.

Global Financial Private Client first reported a position in FBTC in Q1 2026 and held it in 1 quarter. The position peaked at $219K in Q1 2026. 619 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Global Financial Private Client reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q2 2026 after selling out during the quarter.
  • Global Financial Private Client sold 3,702 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $219K.
  • Global Financial Private Client first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2026 and held it in 1 quarter.
  • Global Financial Private Client's Fidelity Wise Origin Bitcoin Fund position peaked at $219K in Q1 2026.
  • 619 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.