Principia Wealth Advisory’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Principia Wealth Advisory’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	$241K	Sell	4,721 -68	-1%	-$4.25K	0.12%	71
2026 Q1	$283K	Buy	4,789 +4,271	+825%	+$284K	0.16%	62
2025 Q4	$39.5K	Buy	518 +394	+318%	+$34.4K	0.02%	133
2025 Q3	$12.4K	Sell	124 -23	-16%	-$2.3K	0.01%	185
2025 Q2	$13.8K	Buy	147 +124	+539%	+$10.7K	0.01%	146
2025 Q1	$1.65K	Sell	23 -360	-94%	-$29.3K	﹤0.01%	318
2024 Q4	$31.2K	Buy	+383	New	+$27.8K	0.03%	99

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

Principia Wealth Advisory's FBTC Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 1.4% in Q2 2026, selling an estimated $4.25K and leaving 4,721 shares worth $241K. The position accounts for 0.12% of the portfolio, ranked #71.

Principia Wealth Advisory first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $283K in Q1 2026. 620 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Principia Wealth Advisory held 4,721 shares of Fidelity Wise Origin Bitcoin Fund worth $241K as of Q2 2026.
Principia Wealth Advisory sold 68 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $4.25K.
Fidelity Wise Origin Bitcoin Fund made up 0.12% of Principia Wealth Advisory's portfolio in Q2 2026, its #71 holding.
Principia Wealth Advisory first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Fidelity Wise Origin Bitcoin Fund position peaked at $283K in Q1 2026.
620 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.