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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
Q2 		$644K Buy
12,606
+1,824
+17% +$114K 0.01% 322
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

SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CF
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
PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
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

Pure Financial Advisors's FBTC Position: Q2 2026 in Review

Pure Financial Advisors increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 17% in Q2 2026, buying an estimated $114K and bringing the position to 12,606 shares worth $644K. The position accounts for 0.01% of the portfolio, ranked #322.

Pure Financial Advisors first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.24M in Q3 2025. 626 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Pure Financial Advisors held 12,606 shares of Fidelity Wise Origin Bitcoin Fund worth $644K as of Q2 2026.
  • Pure Financial Advisors bought 1,824 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $114K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #322 holding.
  • Pure Financial Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
  • Pure Financial Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $1.24M in Q3 2025.
  • 626 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.