HWM
FBTC icon

HB Wealth Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

HB Wealth Management’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 		$273K Buy
5,350
+1,250
+30% +$78.1K ﹤0.01% 1423
2026
Q1 		$242K Buy
4,100
+634
+18% +$42.2K ﹤0.01% 1336
2025
Q4 		$264K Buy
3,466
+21
+0.6% +$1.83K ﹤0.01% 1202
2025
Q3 		$344K Buy
3,445
+681
+25% +$68K ﹤0.01% 1010
2025
Q2 		$260K Buy
+2,764
New +$238K ﹤0.01% 998

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

HB Wealth Management's FBTC Position: Q2 2026 in Review

HB Wealth Management increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 30% in Q2 2026, buying an estimated $78.1K and bringing the position to 5,350 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

HB Wealth Management first reported a position in FBTC in Q2 2025 and has held it in 5 quarters since. The position peaked at $344K in Q3 2025. 626 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • HB Wealth Management held 5,350 shares of Fidelity Wise Origin Bitcoin Fund worth $273K as of Q2 2026.
  • HB Wealth Management bought 1,250 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $78.1K.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1423 holding.
  • HB Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2025 and has held it in 5 quarters since.
  • HB Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $344K in Q3 2025.
  • 626 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.