RFP
FBTC icon

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
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

Millennium Management
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.62B AUM 16.97% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Root Financial Partners's FBTC Position: Q1 2026 in Review

Root Financial Partners reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 38% in Q1 2026, selling an estimated $51K and leaving 1,254 shares worth $74K. The position accounts for ﹤0.01% of the portfolio, ranked #702.

Root Financial Partners first reported a position in FBTC in Q3 2025 and has held it in 3 quarters since. The position peaked at $154K in Q4 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Root Financial Partners held 1,254 shares of Fidelity Wise Origin Bitcoin Fund worth $74K as of Q1 2026.
  • Root Financial Partners sold 766 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $51K.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #702 holding.
  • Root Financial Partners first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Fidelity Wise Origin Bitcoin Fund position peaked at $154K in Q4 2025.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.