Robertson Stephens Wealth Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Robertson Stephens Wealth Management’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	$844K	Buy	14,302 +1,073	+8%	+$71.4K	0.02%	320
2025 Q4	$1.01M	Buy	13,229 +8,211	+164%	+$717K	0.03%	303
2025 Q3	$501K	Buy	5,018 +822	+20%	+$82.1K	0.02%	355
2025 Q2	$394K	Sell	4,196 -540	-11%	-$46.5K	0.01%	413
2025 Q1	$341K	Buy	4,736 +928	+24%	+$75.5K	0.01%	430
2024 Q4	$311K	Sell	3,808 -789	-17%	-$57.2K	0.01%	460
2024 Q3	$255K	Buy	4,597 +581	+14%	+$31K	0.01%	547
2024 Q2	$211K	Buy	+4,016	New	+$230K	0.01%	473

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

Robertson Stephens Wealth Management's FBTC Position: Q1 2026 in Review

Robertson Stephens Wealth Management increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 8.1% in Q1 2026, buying an estimated $71.4K and bringing the position to 14,302 shares worth $844K. The position accounts for 0.02% of the portfolio, ranked #320.

Robertson Stephens Wealth Management first reported a position in FBTC in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.01M in Q4 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

Robertson Stephens Wealth Management held 14,302 shares of Fidelity Wise Origin Bitcoin Fund worth $844K as of Q1 2026.
Robertson Stephens Wealth Management bought 1,073 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $71.4K.
Fidelity Wise Origin Bitcoin Fund made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #320 holding.
Robertson Stephens Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and has held it in 8 quarters since.
Robertson Stephens Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $1.01M in Q4 2025.
640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.