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Root Financial Partners’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Root Financial Partners’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 		– Sell
-1,254
Closed -$74K – 1327
2026
Q1 		$74K Sell
1,254
-766
-38% -$51K ﹤0.01% 702
2025
Q4 		$154K Buy
2,020
+1,926
+2,049% +$168K 0.01% 342
2025
Q3 		$9.38K Buy
+94
New +$9.39K ﹤0.01% 1476

Other funds holding FBTC

SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CF
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
PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
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

Root Financial Partners's FBTC Position: Q2 2026 in Review

Root Financial Partners sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2026, closing a stake of 1,254 shares — an estimated $74K sold.

Root Financial Partners first reported a position in FBTC in Q3 2025 and held it in 3 quarters. The position peaked at $154K in Q4 2025. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Root Financial Partners reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,254 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $74K.
  • Root Financial Partners first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Fidelity Wise Origin Bitcoin Fund position peaked at $154K in Q4 2025.
  • 622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.