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 Q2	$2.33M	Buy	45,710 +27,012	+144%	+$1.69M	0.03%	279
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

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

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

Mission Wealth Management increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 144% in Q2 2026, buying an estimated $1.69M and bringing the position to 45,710 shares worth $2.33M. The position accounts for 0.03% of the portfolio, ranked #279.

Mission Wealth Management first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.53M in Q3 2025. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Mission Wealth Management held 45,710 shares of Fidelity Wise Origin Bitcoin Fund worth $2.33M as of Q2 2026.
Mission Wealth Management bought 27,012 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $1.69M.
Fidelity Wise Origin Bitcoin Fund made up 0.03% of Mission Wealth Management's portfolio in Q2 2026, its #279 holding.
Mission Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
Mission Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $2.53M in Q3 2025.
622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.