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Liberty Wealth Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Liberty Wealth Management’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 		$394K Hold
6,668
– – 0.05% 169
2026
Q1 		$394K Buy
+6,668
New +$444K 0.05% 169

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AC
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Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CF
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
PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
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

Liberty Wealth Management's FBTC Position: Q2 2026 in Review

Liberty Wealth Management held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q2 2026 at 6,668 shares worth $394K. The position accounts for 0.05% of the portfolio, ranked #169.

Liberty Wealth Management first reported a position in FBTC in Q1 2026 and has held it in 2 quarters since. 619 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Liberty Wealth Management held 6,668 shares of Fidelity Wise Origin Bitcoin Fund worth $394K as of Q2 2026.
  • Liberty Wealth Management left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund made up 0.05% of Liberty Wealth Management's portfolio in Q2 2026, its #169 holding.
  • Liberty Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2026 and has held it in 2 quarters since.
  • 619 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.