Kovitz Investment Group Partners
FBTC icon

Kovitz Investment Group Partners’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Kovitz Investment Group 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
Q1 		$2.55M Buy
43,201
+436
+1% +$29K 0.06% 199
2025
Q4 		$3.26M Sell
42,765
-386
-0.9% -$33.7K 0.07% 182
2025
Q3 		$4.31M Buy
43,151
+1,856
+4% +$185K 0.02% 493
2025
Q2 		$3.88M Buy
41,295
+213
+0.5% +$18.3K 0.02% 491
2025
Q1 		$2.96M Buy
41,082
+2,920
+8% +$237K 0.01% 501
2024
Q4 		$3.11M Buy
38,162
+519
+1% +$37.6K 0.02% 495
2024
Q3 		$2.09K Buy
+37,643
New +$2.01M ﹤0.01% 1036

Other funds holding FBTC

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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

Kovitz Investment Group Partners's FBTC Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 1% in Q1 2026, buying an estimated $29K and bringing the position to 43,201 shares worth $2.55M. The position accounts for 0.06% of the portfolio, ranked #199.

Kovitz Investment Group Partners first reported a position in FBTC in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.31M in Q3 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Kovitz Investment Group Partners held 43,201 shares of Fidelity Wise Origin Bitcoin Fund worth $2.55M as of Q1 2026.
  • Kovitz Investment Group Partners bought 436 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $29K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.06% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #199 holding.
  • Kovitz Investment Group Partners first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2024 and has held it in 7 quarters since.
  • Kovitz Investment Group Partners's Fidelity Wise Origin Bitcoin Fund position peaked at $4.31M in Q3 2025.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.