Montgomery Financial Services’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Montgomery Financial Services’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	$1.94K	Buy	+38	New	+$2.37K	﹤0.01%	277

Other funds holding FBTC

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.19% 1-Year Est. Return

Cantor Fitzgerald New York $9.23B AUM 74.49% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

UCMOK

United Capital Management of KS Salina, Kansas $763M AUM 62.72% 1-Year Est. Return

Montgomery Financial Services's FBTC Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2026: 38 shares worth $1.94K. The stake represents ﹤0.01% of the portfolio and ranks #277 among its holdings.

595 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Montgomery Financial Services held 38 shares of Fidelity Wise Origin Bitcoin Fund worth $1.94K as of Q2 2026.
Fidelity Wise Origin Bitcoin Fund was a new Montgomery Financial Services position in Q2 2026.
Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #277 holding.
595 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.