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 Q2	$2.2M	Sell	43,154 -47	-0.1%	-$2.94K	0.05%	217
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

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

Kovitz Investment Group Partners's FBTC Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 0.11% in Q2 2026, selling an estimated $2.94K and leaving 43,154 shares worth $2.2M. The position accounts for 0.05% of the portfolio, ranked #217.

Kovitz Investment Group Partners first reported a position in FBTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.31M in Q3 2025. 626 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Kovitz Investment Group Partners held 43,154 shares of Fidelity Wise Origin Bitcoin Fund worth $2.2M as of Q2 2026.
Kovitz Investment Group Partners sold 47 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $2.94K.
Fidelity Wise Origin Bitcoin Fund made up 0.05% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #217 holding.
Kovitz Investment Group Partners first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2024 and has held it in 8 quarters since.
Kovitz Investment Group Partners's Fidelity Wise Origin Bitcoin Fund position peaked at $4.31M in Q3 2025.
626 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.