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

Mission 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 Q1	$1.1M	Sell	18,698 -5,923	-24%	-$394K	0.02%	315
2025 Q4	$1.88M	Sell	24,621 -682	-3%	-$59.5K	0.04%	220
2025 Q3	$2.53M	Buy	25,303 +533	+2%	+$53.3K	0.05%	191
2025 Q2	$2.33M	Buy	24,770 +345	+1%	+$29.7K	0.05%	196
2025 Q1	$1.76M	Buy	24,425 +5,718	+31%	+$465K	0.04%	208
2024 Q4	$1.53M	Buy	18,707 +10,228	+121%	+$742K	0.04%	215
2024 Q3	$471K	Buy	8,479 +387	+5%	+$20.6K	0.01%	443
2024 Q2	$425K	Buy	8,092 +156	+2%	+$8.95K	0.01%	447
2024 Q1	$492K	Buy	+7,936	New	+$380K	0.01%	435

Other funds holding FBTC

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return

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 Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Mission Wealth Management's FBTC Position: Q1 2026 in Review

Mission Wealth Management reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 24% in Q1 2026, selling an estimated $394K and leaving 18,698 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #315.

Mission Wealth Management first reported a position in FBTC in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.53M in Q3 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

Mission Wealth Management held 18,698 shares of Fidelity Wise Origin Bitcoin Fund worth $1.1M as of Q1 2026.
Mission Wealth Management sold 5,923 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $394K.
Fidelity Wise Origin Bitcoin Fund made up 0.02% of Mission Wealth Management's portfolio in Q1 2026, its #315 holding.
Mission Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 9 quarters since.
Mission Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $2.53M in Q3 2025.
640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.