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

Kapstone 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 		$536K Sell
10,505
-1,245
-11% -$77.8K 0.22% 76
2026
Q1 		$694K Buy
11,750
+315
+3% +$21K 0.34% 53
2025
Q4 		$872K Buy
+11,435
New +$998K 0.43% 38

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

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

Kapstone Financial Advisors reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 11% in Q2 2026, selling an estimated $77.8K and leaving 10,505 shares worth $536K. The position accounts for 0.22% of the portfolio, ranked #76.

Kapstone Financial Advisors first reported a position in FBTC in Q4 2025 and has held it in 3 quarters since. The position peaked at $872K in Q4 2025. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Kapstone Financial Advisors held 10,505 shares of Fidelity Wise Origin Bitcoin Fund worth $536K as of Q2 2026.
  • Kapstone Financial Advisors sold 1,245 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $77.8K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.22% of Kapstone Financial Advisors's portfolio in Q2 2026, its #76 holding.
  • Kapstone Financial Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2025 and has held it in 3 quarters since.
  • Kapstone Financial Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $872K in Q4 2025.
  • 622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.