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PFG Investments’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

PFG Investments’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 		$274K Buy
5,374
+379
+8% +$23.7K 0.01% 993
2026
Q1 		$295K Buy
+4,995
New +$332K 0.01% 863
2025
Q4 		– Sell
-2,106
Closed -$210K – 1174
2025
Q3 		$210K Buy
+2,106
New +$210K 0.01% 952

Other funds holding FBTC

SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CF
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
PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
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

PFG Investments's FBTC Position: Q2 2026 in Review

PFG Investments increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 7.6% in Q2 2026, buying an estimated $23.7K and bringing the position to 5,374 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #993.

PFG Investments first reported a position in FBTC in Q3 2025 and has held it in 3 quarters since. The position peaked at $295K in Q1 2026. 619 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • PFG Investments held 5,374 shares of Fidelity Wise Origin Bitcoin Fund worth $274K as of Q2 2026.
  • PFG Investments bought 379 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $23.7K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.01% of PFG Investments's portfolio in Q2 2026, its #993 holding.
  • PFG Investments first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2025 and has held it in 3 quarters since.
  • PFG Investments's Fidelity Wise Origin Bitcoin Fund position peaked at $295K in Q1 2026.
  • 619 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.