Roman Butler Fullerton & Co’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Roman Butler Fullerton & Co’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	$550K	Buy	8,847 +133	+2%	+$8.85K	0.15%	147
2025 Q4	$678K	Sell	8,714 -226	-3%	-$19.7K	0.18%	137
2025 Q3	$862K	Sell	8,940 -1,314	-13%	-$131K	0.23%	108
2025 Q2	$1.05M	Buy	10,254 +712	+7%	+$61.3K	0.31%	88
2025 Q1	$701K	Sell	9,542 -1,132	-11%	-$92.1K	0.27%	91
2024 Q4	$944K	Sell	10,674 -156	-1%	-$11.3K	0.3%	85
2024 Q3	$635K	Buy	10,830 +4,758	+78%	+$254K	0.19%	120
2024 Q2	$305K	Buy	+6,072	New	+$348K	0.1%	177

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

Roman Butler Fullerton & Co's FBTC Position: Q1 2026 in Review

Roman Butler Fullerton & Co increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 1.5% in Q1 2026, buying an estimated $8.85K and bringing the position to 8,847 shares worth $550K. The position accounts for 0.15% of the portfolio, ranked #147.

Roman Butler Fullerton & Co first reported a position in FBTC in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.05M in Q2 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

Roman Butler Fullerton & Co held 8,847 shares of Fidelity Wise Origin Bitcoin Fund worth $550K as of Q1 2026.
Roman Butler Fullerton & Co bought 133 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $8.85K.
Fidelity Wise Origin Bitcoin Fund made up 0.15% of Roman Butler Fullerton & Co's portfolio in Q1 2026, its #147 holding.
Roman Butler Fullerton & Co first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and has held it in 8 quarters since.
Roman Butler Fullerton & Co's Fidelity Wise Origin Bitcoin Fund position peaked at $1.05M in Q2 2025.
640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q1 2026, filed 30 Apr 2026.