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

Principle Wealth 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 Q2	$1.08M	Sell	21,166 -4,177	-16%	-$261K	0.05%	177
2026 Q1	$1.5M	Buy	25,343 +2,164	+9%	+$144K	0.09%	144
2025 Q4	$1.77M	Buy	23,179 +8,402	+57%	+$733K	0.1%	134
2025 Q3	$1.47M	Buy	14,777 +2,954	+25%	+$295K	0.09%	139
2025 Q2	$1.11M	Buy	11,823 +2,172	+23%	+$187K	0.07%	153
2025 Q1	$695K	Buy	9,651 +1,562	+19%	+$127K	0.05%	190
2024 Q4	$660K	Buy	8,089 +888	+12%	+$64.4K	0.05%	196
2024 Q3	$400K	Buy	+7,201	New	+$384K	0.03%	251

Other funds holding FBTC

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

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

Pine Ridge Advisers New York $1.66B AUM 18.03% 1-Year Est. Return

Principle Wealth Partners's FBTC Position: Q2 2026 in Review

Principle Wealth Partners reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 16% in Q2 2026, selling an estimated $261K and leaving 21,166 shares worth $1.08M. The position accounts for 0.05% of the portfolio, ranked #177.

Principle Wealth Partners first reported a position in FBTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.77M in Q4 2025. 626 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Principle Wealth Partners held 21,166 shares of Fidelity Wise Origin Bitcoin Fund worth $1.08M as of Q2 2026.
Principle Wealth Partners sold 4,177 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $261K.
Fidelity Wise Origin Bitcoin Fund made up 0.05% of Principle Wealth Partners's portfolio in Q2 2026, its #177 holding.
Principle Wealth Partners first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2024 and has held it in 8 quarters since.
Principle Wealth Partners's Fidelity Wise Origin Bitcoin Fund position peaked at $1.77M in Q4 2025.
626 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

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