Kovitz Investment Group Partners
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.88M Buy
41,295
+213
+0.5% +$20K 0.02% 491
2025
Q1 		$2.96M Buy
41,082
+2,920
+8% +$210K 0.01% 500
2024
Q4 		$3.11M Buy
38,162
+519
+1% +$42.3K 0.02% 494
2024
Q3 		$2.09K Buy
+37,643
New +$2.09K ﹤0.01% 1033