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Great Valley Advisor Group’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Great Valley Advisor Group’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 		$903K Sell
15,299
-797
-5% -$53K 0.02% 530
2025
Q4 		$1.23M Buy
16,096
+383
+2% +$33.4K 0.02% 440
2025
Q3 		$1.57M Sell
15,713
-21
-0.1% -$2.1K 0.03% 389
2025
Q2 		$1.48M Buy
15,734
+368
+2% +$31.7K 0.03% 378
2025
Q1 		$1.11M Hold
15,366
– – 0.02% 433
2024
Q4 		$1.25M Sell
15,366
-47
-0.3% -$3.41K 0.03% 395
2024
Q3 		$856K Hold
15,413
– – 0.02% 456
2024
Q2 		$809K Buy
15,413
+76
+0.5% +$4.36K 0.02% 430
2024
Q1 		$952K Buy
+15,337
New +$734K 0.03% 378

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

Great Valley Advisor Group's FBTC Position: Q1 2026 in Review

Great Valley Advisor Group reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 5% in Q1 2026, selling an estimated $53K and leaving 15,299 shares worth $903K. The position accounts for 0.02% of the portfolio, ranked #530.

Great Valley Advisor Group first reported a position in FBTC in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.57M in Q3 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Great Valley Advisor Group held 15,299 shares of Fidelity Wise Origin Bitcoin Fund worth $903K as of Q1 2026.
  • Great Valley Advisor Group sold 797 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $53K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.02% of Great Valley Advisor Group's portfolio in Q1 2026, its #530 holding.
  • Great Valley Advisor Group first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 9 quarters since.
  • Great Valley Advisor Group's Fidelity Wise Origin Bitcoin Fund position peaked at $1.57M in Q3 2025.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.