Raymond James Financial’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.03M Sell
20,181
-1,078
-5% -$67.4K ﹤0.01% 3971
2026
Q1
$1.25M Buy
21,259
+10,297
+94% +$685K ﹤0.01% 3703
2025
Q4
$836K Buy
10,962
+4,352
+66% +$380K ﹤0.01% 3897
2025
Q3
$660K Buy
6,610
+1,981
+43% +$198K ﹤0.01% 3950
2025
Q2
$435K Buy
4,629
+293
+7% +$25.2K ﹤0.01% 4089
2025
Q1
$312K Sell
4,336
-2,735
-39% -$222K ﹤0.01% 4201
2024
Q4
$577K Buy
+7,071
New +$513K ﹤0.01% 3816

Other funds holding FBTC

Raymond James Financial's FBTC Position: Q2 2026 in Review

Raymond James Financial reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 5.1% in Q2 2026, selling an estimated $67.4K and leaving 20,181 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #3971.

Raymond James Financial first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.25M in Q1 2026. 626 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Raymond James Financial held 20,181 shares of Fidelity Wise Origin Bitcoin Fund worth $1.03M as of Q2 2026.
  • Raymond James Financial sold 1,078 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $67.4K.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3971 holding.
  • Raymond James Financial first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Fidelity Wise Origin Bitcoin Fund position peaked at $1.25M in Q1 2026.
  • 626 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.