Kestra Private Wealth Services’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Kestra Private Wealth 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 Q2	$6.31M	Buy	123,587 +23,384	+23%	+$1.46M	0.07%	289
2026 Q1	$5.91M	Sell	100,203 -3,389	-3%	-$225K	0.07%	284
2025 Q4	$7.9M	Buy	103,592 +7,471	+8%	+$652K	0.1%	226
2025 Q3	$9.59M	Buy	96,121 +9,487	+11%	+$948K	0.13%	185
2025 Q2	$8.14M	Buy	86,634 +2,230	+3%	+$192K	0.12%	201
2025 Q1	$6.07M	Buy	84,404 +8,357	+11%	+$680K	0.1%	227
2024 Q4	$6.2M	Buy	76,047 +52,143	+218%	+$3.78M	0.11%	205
2024 Q3	$1.33M	Buy	23,904 +14,838	+164%	+$791K	0.02%	527
2024 Q2	$476K	Buy	+9,066	New	+$520K	0.01%	858

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

Kestra Private Wealth Services's FBTC Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 23% in Q2 2026, buying an estimated $1.46M and bringing the position to 123,587 shares worth $6.31M. The position accounts for 0.07% of the portfolio, ranked #289.

Kestra Private Wealth Services first reported a position in FBTC in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.59M in Q3 2025. 626 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Kestra Private Wealth Services held 123,587 shares of Fidelity Wise Origin Bitcoin Fund worth $6.31M as of Q2 2026.
Kestra Private Wealth Services bought 23,384 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $1.46M.
Fidelity Wise Origin Bitcoin Fund made up 0.07% of Kestra Private Wealth Services's portfolio in Q2 2026, its #289 holding.
Kestra Private Wealth Services first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and has held it in 9 quarters since.
Kestra Private Wealth Services's Fidelity Wise Origin Bitcoin Fund position peaked at $9.59M in Q3 2025.
626 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.