IVC Wealth Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

IVC Wealth 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	$258K	Hold	5,057	–	–	0.1%	150
2026 Q1	$299K	Hold	5,057	–	–	0.13%	134
2025 Q4	$385K	Hold	5,057	–	–	0.17%	109
2025 Q3	$505K	Hold	5,057	–	–	0.23%	83
2025 Q2	$475K	Buy	5,057 +55	+1%	+$4.73K	0.23%	83
2025 Q1	$360K	Buy	5,002 +1,202	+32%	+$97.7K	0.19%	105
2024 Q4	$310K	Sell	3,800 -775	-17%	-$56.2K	0.17%	114
2024 Q3	$254K	Buy	+4,575	New	+$244K	0.14%	137

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

IVC Wealth Advisors's FBTC Position: Q2 2026 in Review

IVC Wealth Advisors held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q2 2026 at 5,057 shares worth $258K. The position accounts for 0.1% of the portfolio, ranked #150.

IVC Wealth Advisors first reported a position in FBTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $505K in Q3 2025. 619 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

IVC Wealth Advisors held 5,057 shares of Fidelity Wise Origin Bitcoin Fund worth $258K as of Q2 2026.
IVC Wealth Advisors left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q2 2026.
Fidelity Wise Origin Bitcoin Fund made up 0.1% of IVC Wealth Advisors's portfolio in Q2 2026, its #150 holding.
IVC Wealth Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2024 and has held it in 8 quarters since.
IVC Wealth Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $505K in Q3 2025.
619 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.