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

Perigon 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	$2.66M	Buy	52,099 +39,761	+322%	+$2.48M	0.04%	350
2026 Q1	$728K	Buy	12,338 +439	+4%	+$29.2K	0.01%	635
2025 Q4	$907K	Buy	11,899 +5,977	+101%	+$522K	0.02%	584
2025 Q3	$591K	Buy	5,922 +1,332	+29%	+$133K	0.01%	681
2025 Q2	$431K	Buy	4,590 +1,730	+60%	+$149K	0.01%	716
2025 Q1	$206K	Buy	+2,860	New	+$233K	0.01%	964

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

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

Perigon Wealth Management increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 322% in Q2 2026, buying an estimated $2.48M and bringing the position to 52,099 shares worth $2.66M. The position accounts for 0.04% of the portfolio, ranked #350.

Perigon Wealth Management first reported a position in FBTC in Q1 2025 and has held it in 6 quarters since. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Perigon Wealth Management held 52,099 shares of Fidelity Wise Origin Bitcoin Fund worth $2.66M as of Q2 2026.
Perigon Wealth Management bought 39,761 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $2.48M.
Fidelity Wise Origin Bitcoin Fund made up 0.04% of Perigon Wealth Management's portfolio in Q2 2026, its #350 holding.
Perigon Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2025 and has held it in 6 quarters since.
622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.