KMG Fiduciary Partners’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

KMG Fiduciary Partners’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	$361K	Buy	7,077 +20	+0.3%	+$1.25K	0.03%	171
2026 Q1	$417K	Sell	7,057 -7,554	-52%	-$503K	0.03%	209
2025 Q4	$1.11M	Buy	14,611 +4,236	+41%	+$370K	0.08%	156
2025 Q3	$1.04M	Buy	10,375 +500	+5%	+$50K	0.07%	185
2025 Q2	$928K	Buy	9,875 +444	+5%	+$38.2K	0.07%	189
2025 Q1	$679K	Buy	9,431 +6,513	+223%	+$530K	0.06%	205
2024 Q4	$238K	Buy	+2,918	New	+$212K	0.02%	258

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

KMG Fiduciary Partners's FBTC Position: Q2 2026 in Review

KMG Fiduciary Partners increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 0.28% in Q2 2026, buying an estimated $1.25K and bringing the position to 7,077 shares worth $361K. The position accounts for 0.03% of the portfolio, ranked #171.

KMG Fiduciary Partners first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.11M in Q4 2025. 626 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

KMG Fiduciary Partners held 7,077 shares of Fidelity Wise Origin Bitcoin Fund worth $361K as of Q2 2026.
KMG Fiduciary Partners bought 20 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $1.25K.
Fidelity Wise Origin Bitcoin Fund made up 0.03% of KMG Fiduciary Partners's portfolio in Q2 2026, its #171 holding.
KMG Fiduciary Partners first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
KMG Fiduciary Partners's Fidelity Wise Origin Bitcoin Fund position peaked at $1.11M in Q4 2025.
626 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.