MassMutual Private Wealth & Trust’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

MassMutual Private Wealth & Trust’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	$73K	Sell	1,430 -53	-4%	-$3.31K	﹤0.01%	662
2026 Q1	$87.5K	Hold	1,483	–	–	﹤0.01%	601
2025 Q4	$113K	Hold	1,483	–	–	﹤0.01%	571
2025 Q3	$148K	Hold	1,483	–	–	﹤0.01%	499
2025 Q2	$139K	Buy	1,483 +53	+4%	+$4.56K	﹤0.01%	512
2025 Q1	$103K	Buy	1,430 +767	+116%	+$62.4K	﹤0.01%	548
2024 Q4	$54.1K	Buy	663 +63	+11%	+$4.57K	﹤0.01%	725
2024 Q3	$33.3K	Hold	600	–	–	﹤0.01%	775
2024 Q2	$31.5K	Buy	+600	New	+$34.4K	﹤0.01%	749

Other funds holding FBTC

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIS

AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

MassMutual Private Wealth & Trust's FBTC Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 3.6% in Q2 2026, selling an estimated $3.31K and leaving 1,430 shares worth $73K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

MassMutual Private Wealth & Trust first reported a position in FBTC in Q2 2024 and has held it in 9 quarters since. The position peaked at $148K in Q3 2025. 88 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

MassMutual Private Wealth & Trust held 1,430 shares of Fidelity Wise Origin Bitcoin Fund worth $73K as of Q2 2026.
MassMutual Private Wealth & Trust sold 53 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $3.31K.
Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #662 holding.
MassMutual Private Wealth & Trust first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and has held it in 9 quarters since.
MassMutual Private Wealth & Trust's Fidelity Wise Origin Bitcoin Fund position peaked at $148K in Q3 2025.
88 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.