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Independent Financial Group’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Independent Financial 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
Q2 		$314K Sell
6,155
-200
-3% -$12.5K 0.01% 1213
2026
Q1 		$375K Buy
+6,355
New +$423K 0.01% 1062
2025
Q4 		– Sell
-5,954
Closed -$594K – 1433
2025
Q3 		$594K Buy
5,954
+301
+5% +$30.1K 0.01% 772
2025
Q2 		$531K Hold
5,653
– – 0.01% 757
2025
Q1 		$407K Sell
5,653
-2,614
-32% -$213K 0.01% 792
2024
Q4 		$674K Buy
8,267
+4,003
+94% +$290K 0.02% 599
2024
Q3 		$237K Buy
+4,264
New +$227K 0.01% 971

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

Independent Financial Group's FBTC Position: Q2 2026 in Review

Independent Financial Group reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 3.1% in Q2 2026, selling an estimated $12.5K and leaving 6,155 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #1213.

Independent Financial Group first reported a position in FBTC in Q3 2024 and has held it in 7 quarters since. The position peaked at $674K in Q4 2024. 619 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Independent Financial Group held 6,155 shares of Fidelity Wise Origin Bitcoin Fund worth $314K as of Q2 2026.
  • Independent Financial Group sold 200 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $12.5K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1213 holding.
  • Independent Financial Group first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2024 and has held it in 7 quarters since.
  • Independent Financial Group's Fidelity Wise Origin Bitcoin Fund position peaked at $674K in Q4 2024.
  • 619 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.