Insigneo Advisory Services’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Insigneo Advisory Services’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 Q1	$290K	Hold	4,916	–	–	0.02%	514
2025 Q4	$375K	Sell	4,916 -279	-5%	-$24.3K	0.03%	443
2025 Q3	$519K	Sell	5,195 -1,759	-25%	-$176K	0.04%	356
2025 Q2	$654K	Buy	6,954 +619	+10%	+$53.3K	0.06%	270
2025 Q1	$456K	Buy	6,335 +2,943	+87%	+$239K	0.05%	329
2024 Q4	$277K	Buy	+3,392	New	+$246K	0.03%	438

Other funds holding FBTC

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return

PRA

Pine Ridge Advisers New York $1.62B AUM 16.97% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Insigneo Advisory Services's FBTC Position: Q1 2026 in Review

Insigneo Advisory Services held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q1 2026 at 4,916 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #514.

Insigneo Advisory Services first reported a position in FBTC in Q4 2024 and has held it in 6 quarters since. The position peaked at $654K in Q2 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

Insigneo Advisory Services held 4,916 shares of Fidelity Wise Origin Bitcoin Fund worth $290K as of Q1 2026.
Insigneo Advisory Services left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q1 2026.
Fidelity Wise Origin Bitcoin Fund made up 0.02% of Insigneo Advisory Services's portfolio in Q1 2026, its #514 holding.
Insigneo Advisory Services first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 6 quarters since.
Insigneo Advisory Services's Fidelity Wise Origin Bitcoin Fund position peaked at $654K in Q2 2025.
640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.