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
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: Q1 2026 in Review

Raymond James Financial increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 94% in Q1 2026, buying an estimated $685K and bringing the position to 21,259 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #3703.

Raymond James Financial first reported a position in FBTC in Q4 2024 and has held it in 6 quarters since. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Raymond James Financial held 21,259 shares of Fidelity Wise Origin Bitcoin Fund worth $1.25M as of Q1 2026.
  • Raymond James Financial bought 10,297 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $685K.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3703 holding.
  • Raymond James Financial first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 6 quarters since.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.