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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
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

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

Principle Wealth Partners's FBTC Position: Q1 2026 in Review

Principle Wealth Partners increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 9.3% in Q1 2026, buying an estimated $144K and bringing the position to 25,343 shares worth $1.5M. The position accounts for 0.09% of the portfolio, ranked #144.

Principle Wealth Partners first reported a position in FBTC in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.77M in Q4 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Principle Wealth Partners held 25,343 shares of Fidelity Wise Origin Bitcoin Fund worth $1.5M as of Q1 2026.
  • Principle Wealth Partners bought 2,164 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $144K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.09% of Principle Wealth Partners's portfolio in Q1 2026, its #144 holding.
  • Principle Wealth Partners first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2024 and has held it in 7 quarters since.
  • Principle Wealth Partners's Fidelity Wise Origin Bitcoin Fund position peaked at $1.77M in Q4 2025.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.