NorthRock Partners’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

NorthRock Partners’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	–	Sell	-3,011	Closed	-$230K	–	696
2025 Q4	$230K	Buy	3,011 +12	+0.4%	+$1.05K	﹤0.01%	529
2025 Q3	$299K	Buy	+2,999	New	+$300K	0.01%	699

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

NorthRock Partners's FBTC Position: Q1 2026 in Review

NorthRock Partners sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q1 2026, closing a stake of 3,011 shares — an estimated $230K sold.

NorthRock Partners first reported a position in FBTC in Q3 2025 and held it in 2 quarters. The position peaked at $299K in Q3 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

NorthRock Partners reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q1 2026 after selling out during the quarter.
NorthRock Partners sold 3,011 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $230K.
NorthRock Partners first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2025 and held it in 2 quarters.
NorthRock Partners's Fidelity Wise Origin Bitcoin Fund position peaked at $299K in Q3 2025.
640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.