Highland Financial Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Highland Financial 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	$1.13M	Buy	22,085 +1,554	+8%	+$97.1K	0.25%	34
2026 Q1	$1.21M	Sell	20,531 -1,169	-5%	-$77.8K	0.32%	31
2025 Q4	$1.65M	Sell	21,700 -131	-0.6%	-$11.4K	0.46%	26
2025 Q3	$2.18M	Sell	21,831 -129	-0.6%	-$12.9K	0.62%	20
2025 Q2	$2.06M	Sell	21,960 -193	-0.9%	-$16.6K	0.66%	20
2025 Q1	$1.59M	Sell	22,153 -650	-3%	-$52.9K	0.57%	21
2024 Q4	$1.86M	Sell	22,803 -4,091	-15%	-$297K	0.64%	21
2024 Q3	$1.49M	Buy	26,894 +4,150	+18%	+$221K	0.53%	23
2024 Q2	$1.19M	Buy	22,744 +6,389	+39%	+$366K	0.44%	26
2024 Q1	$1.01M	Buy	+16,355	New	+$782K	0.41%	27

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

Highland Financial Advisors's FBTC Position: Q2 2026 in Review

Highland Financial Advisors increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 7.6% in Q2 2026, buying an estimated $97.1K and bringing the position to 22,085 shares worth $1.13M. The position accounts for 0.25% of the portfolio, ranked #34.

Highland Financial Advisors first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.18M in Q3 2025. 620 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Highland Financial Advisors held 22,085 shares of Fidelity Wise Origin Bitcoin Fund worth $1.13M as of Q2 2026.
Highland Financial Advisors bought 1,554 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $97.1K.
Fidelity Wise Origin Bitcoin Fund made up 0.25% of Highland Financial Advisors's portfolio in Q2 2026, its #34 holding.
Highland Financial Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
Highland Financial Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $2.18M in Q3 2025.
620 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.