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

Pure 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	$636K	Buy	10,782 +39	+0.4%	+$2.59K	0.01%	290
2025 Q4	$819K	Sell	10,743 -1,697	-14%	-$148K	0.01%	239
2025 Q3	$1.24M	Buy	12,440 +230	+2%	+$23K	0.02%	189
2025 Q2	$1.15M	Buy	12,210 +53	+0.4%	+$4.56K	0.02%	190
2025 Q1	$875K	Buy	12,157 +782	+7%	+$63.6K	0.02%	186
2024 Q4	$928K	Buy	11,375 +3,648	+47%	+$265K	0.02%	165
2024 Q3	$429K	Sell	7,727 -47	-0.6%	-$2.51K	0.01%	230
2024 Q2	$408K	Buy	7,774 +506	+7%	+$29K	0.01%	222
2024 Q1	$451K	Buy	+7,268	New	+$348K	0.01%	208

Other funds holding FBTC

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 New York $777B AUM 61.18% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return

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 Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Pure Financial Advisors's FBTC Position: Q1 2026 in Review

Pure Financial Advisors increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 0.36% in Q1 2026, buying an estimated $2.59K and bringing the position to 10,782 shares worth $636K. The position accounts for 0.01% of the portfolio, ranked #290.

Pure Financial Advisors first reported a position in FBTC in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.24M in Q3 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

Pure Financial Advisors held 10,782 shares of Fidelity Wise Origin Bitcoin Fund worth $636K as of Q1 2026.
Pure Financial Advisors bought 39 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $2.59K.
Fidelity Wise Origin Bitcoin Fund made up 0.01% of Pure Financial Advisors's portfolio in Q1 2026, its #290 holding.
Pure Financial Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 9 quarters since.
Pure Financial Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $1.24M in Q3 2025.
640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.