Rothschild Investment LLC’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.48K Hold
29
﹤0.01% 2887
2026
Q1
$1.71K Sell
29
-2,971
-99% -$198K ﹤0.01% 2627
2025
Q4
$229K Sell
3,000
-5,000
-63% -$436K 0.01% 577
2025
Q3
$798K Hold
8,000
0.05% 266
2025
Q2
$752K Hold
8,000
0.05% 258
2025
Q1
$576K Hold
8,000
0.04% 310
2024
Q4
$653K Buy
8,000
+2,000
+33% +$145K 0.04% 295
2024
Q3
$333K Hold
6,000
0.02% 414
2024
Q2
$315K Buy
6,000
+3,000
+100% +$172K 0.02% 413
2024
Q1
$186K Buy
+3,000
New +$144K 0.01% 479

Other funds holding FBTC

Rothschild Investment LLC's FBTC Position: Q2 2026 in Review

Rothschild Investment LLC held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q2 2026 at 29 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #2887.

Rothschild Investment LLC first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $798K in Q3 2025. 619 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Rothschild Investment LLC held 29 shares of Fidelity Wise Origin Bitcoin Fund worth $1.48K as of Q2 2026.
  • Rothschild Investment LLC left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2887 holding.
  • Rothschild Investment LLC first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Fidelity Wise Origin Bitcoin Fund position peaked at $798K in Q3 2025.
  • 619 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.