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

KKM Financial’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
-2,625
Closed -$200K – 174
2026
Q1 		$200K Hold
2,625
– – 0.04% 168
2025
Q4 		$200K Hold
2,625
– – 0.04% 168
2025
Q3 		$262K Sell
2,625
-1,875
-42% -$187K 0.08% 129
2025
Q2 		$423K Hold
4,500
– – 0.15% 109
2025
Q1 		$324K Hold
4,500
– – 0.14% 117
2024
Q4 		$367K Hold
4,500
– – 0.15% 115
2024
Q3 		$250K Buy
+4,500
New +$240K 0.12% 126

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

KKM Financial's FBTC Position: Q2 2026 in Review

KKM Financial sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2026, closing a stake of 2,625 shares — an estimated $200K sold.

KKM Financial first reported a position in FBTC in Q3 2024 and held it in 7 quarters. The position peaked at $423K in Q2 2025. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • KKM Financial reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q2 2026 after selling out during the quarter.
  • KKM Financial sold 2,625 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $200K.
  • KKM Financial first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2024 and held it in 7 quarters.
  • KKM Financial's Fidelity Wise Origin Bitcoin Fund position peaked at $423K in Q2 2025.
  • 622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

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