KFG Wealth Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

KFG Wealth Management’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	$734K	Buy	14,372 +4,164	+41%	+$260K	0.08%	109
2026 Q1	$603K	Buy	10,208 +2,266	+29%	+$151K	0.08%	116
2025 Q4	$605K	Buy	7,942 +4,902	+161%	+$428K	0.08%	111
2025 Q3	$303K	Sell	3,040 -3,484	-53%	-$348K	0.04%	170
2025 Q2	$613K	Buy	6,524 +1,146	+21%	+$98.6K	0.1%	114
2025 Q1	$387K	Buy	5,378 +1,903	+55%	+$155K	0.07%	130
2024 Q4	$284K	Buy	+3,475	New	+$252K	0.05%	153

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

KFG Wealth Management's FBTC Position: Q2 2026 in Review

KFG Wealth Management increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 41% in Q2 2026, buying an estimated $260K and bringing the position to 14,372 shares worth $734K. The position accounts for 0.08% of the portfolio, ranked #109.

KFG Wealth Management first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. 623 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

KFG Wealth Management held 14,372 shares of Fidelity Wise Origin Bitcoin Fund worth $734K as of Q2 2026.
KFG Wealth Management bought 4,164 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $260K.
Fidelity Wise Origin Bitcoin Fund made up 0.08% of KFG Wealth Management's portfolio in Q2 2026, its #109 holding.
KFG Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
623 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.