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Halbert Hargrove Global Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Halbert Hargrove Global 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 		$221K Sell
4,333
-4
-0.1% -$250 0.01% 100
2026
Q1 		$256K Hold
4,337
– – 0.01% 84
2025
Q4 		$331K Buy
4,337
+575
+15% +$50.2K 0.02% 78
2025
Q3 		$375K Buy
3,762
+2,281
+154% +$228K 0.02% 75
2025
Q2 		$139K Buy
1,481
+957
+183% +$82.4K 0.01% 102
2025
Q1 		$37.7K Buy
524
+242
+86% +$19.7K ﹤0.01% 164
2024
Q4 		$23K Buy
+282
New +$20.5K ﹤0.01% 188

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

Halbert Hargrove Global Advisors's FBTC Position: Q2 2026 in Review

Halbert Hargrove Global Advisors reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 0.09% in Q2 2026, selling an estimated $250 and leaving 4,333 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #100.

Halbert Hargrove Global Advisors first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $375K in Q3 2025. 619 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Halbert Hargrove Global Advisors held 4,333 shares of Fidelity Wise Origin Bitcoin Fund worth $221K as of Q2 2026.
  • Halbert Hargrove Global Advisors sold 4 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $250.
  • Fidelity Wise Origin Bitcoin Fund made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #100 holding.
  • Halbert Hargrove Global Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
  • Halbert Hargrove Global Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $375K in Q3 2025.
  • 619 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.