KWM
FBTC icon

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
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

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
PRA
Pine Ridge Advisers New York $1.62B AUM 16.97% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return