Jones Financial Companies
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Jones Financial Companies’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Jones Financial Companies’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 		– Sell
-130
Closed -$7.47K – 5049
2026
Q1 		$7.47K Buy
+130
New +$8.65K ﹤0.01% 3689

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PCM
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Morgan Stanley
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Jane Street
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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

Jones Financial Companies's FBTC Position: Q2 2026 in Review

Jones Financial Companies sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2026, closing a stake of 130 shares — an estimated $7.47K sold.

Jones Financial Companies first reported a position in FBTC in Q1 2026 and held it in 1 quarter. The position peaked at $7.47K in Q1 2026. 619 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Jones Financial Companies reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q2 2026 after selling out during the quarter.
  • Jones Financial Companies sold 130 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $7.47K.
  • Jones Financial Companies first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2026 and held it in 1 quarter.
  • Jones Financial Companies's Fidelity Wise Origin Bitcoin Fund position peaked at $7.47K in Q1 2026.
  • 619 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.