KF
FBTC icon

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
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

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

KKM Financial's FBTC Position: Q1 2026 in Review

KKM Financial held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q1 2026 at 2,625 shares worth $200K. The position accounts for 0.04% of the portfolio, ranked #168.

KKM Financial first reported a position in FBTC in Q3 2024 and has held it in 7 quarters since. The position peaked at $423K in Q2 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • KKM Financial held 2,625 shares of Fidelity Wise Origin Bitcoin Fund worth $200K as of Q1 2026.
  • KKM Financial left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q1 2026.
  • Fidelity Wise Origin Bitcoin Fund made up 0.04% of KKM Financial's portfolio in Q1 2026, its #168 holding.
  • KKM Financial first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2024 and has held it in 7 quarters since.
  • KKM Financial's Fidelity Wise Origin Bitcoin Fund position peaked at $423K in Q2 2025.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.