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Plante Moran Financial Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Plante Moran Financial Advisors’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 		$88.4K Hold
1,497
– – 0.01% 242
2025
Q4 		$114K Hold
1,497
– – 0.01% 215
2025
Q3 		$149K Sell
1,497
-1,024
-41% -$102K 0.01% 192
2025
Q2 		$237K Buy
2,521
+468
+23% +$40.3K 0.02% 145
2025
Q1 		$148K Buy
2,053
+200
+11% +$16.3K 0.01% 200
2024
Q4 		$151K Buy
1,853
+626
+51% +$45.4K 0.01% 206
2024
Q3 		$68.1K Hold
1,227
– – 0.01% 342
2024
Q2 		$64.4K Buy
1,227
+85
+7% +$4.87K 0.01% 303
2024
Q1 		$70.9K Buy
+1,142
New +$54.6K 0.01% 291

Other funds holding FBTC

Millennium Management
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
Morgan Stanley
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
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Plante Moran Financial Advisors's FBTC Position: Q1 2026 in Review

Plante Moran Financial Advisors held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q1 2026 at 1,497 shares worth $88.4K. The position accounts for 0.01% of the portfolio, ranked #242.

Plante Moran Financial Advisors first reported a position in FBTC in Q1 2024 and has held it in 9 quarters since. The position peaked at $237K in Q2 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Plante Moran Financial Advisors held 1,497 shares of Fidelity Wise Origin Bitcoin Fund worth $88.4K as of Q1 2026.
  • Plante Moran Financial Advisors left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q1 2026.
  • Fidelity Wise Origin Bitcoin Fund made up 0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #242 holding.
  • Plante Moran Financial Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 9 quarters since.
  • Plante Moran Financial Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $237K in Q2 2025.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.