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 Q2	$756K	Buy	14,803 +501	+4%	+$31.3K	0.02%	371
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

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Robertson Stephens Wealth Management's FBTC Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 3.5% in Q2 2026, buying an estimated $31.3K and bringing the position to 14,803 shares worth $756K. The position accounts for 0.02% of the portfolio, ranked #371.

Robertson Stephens Wealth Management first reported a position in FBTC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.01M in Q4 2025. 626 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Robertson Stephens Wealth Management held 14,803 shares of Fidelity Wise Origin Bitcoin Fund worth $756K as of Q2 2026.
Robertson Stephens Wealth Management bought 501 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $31.3K.
Fidelity Wise Origin Bitcoin Fund made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #371 holding.
Robertson Stephens Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and has held it in 9 quarters since.
Robertson Stephens Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $1.01M in Q4 2025.
626 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.