Guidance Point Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Guidance Point Advisors’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	$375K	Sell	7,336 -576	-7%	-$36K	0.08%	74
2026 Q1	$467K	Buy	7,912 +403	+5%	+$26.8K	0.11%	61
2025 Q4	$573K	Buy	7,509 +526	+8%	+$45.9K	0.13%	54
2025 Q3	$697K	Buy	6,983 +904	+15%	+$90.3K	0.17%	49
2025 Q2	$571K	Buy	6,079 +867	+17%	+$74.6K	0.15%	50
2025 Q1	$375K	Sell	5,212 -596	-10%	-$48.5K	0.11%	58
2024 Q4	$474K	Buy	5,808 +43	+0.7%	+$3.12K	0.13%	52
2024 Q3	$320K	Buy	+5,765	New	+$307K	0.09%	63

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

Guidance Point Advisors's FBTC Position: Q2 2026 in Review

Guidance Point Advisors reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 7.3% in Q2 2026, selling an estimated $36K and leaving 7,336 shares worth $375K. The position accounts for 0.08% of the portfolio, ranked #74.

Guidance Point Advisors first reported a position in FBTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $697K in Q3 2025. 619 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Guidance Point Advisors held 7,336 shares of Fidelity Wise Origin Bitcoin Fund worth $375K as of Q2 2026.
Guidance Point Advisors sold 576 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $36K.
Fidelity Wise Origin Bitcoin Fund made up 0.08% of Guidance Point Advisors's portfolio in Q2 2026, its #74 holding.
Guidance Point Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2024 and has held it in 8 quarters since.
Guidance Point Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $697K in Q3 2025.
619 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Guidance Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.