RPg Family Wealth Advisory’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

RPg Family Wealth Advisory’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	$238K	Hold	4,669	–	–	0.04%	131
2026 Q1	$276K	Buy	4,669 +11	+0.2%	+$732	0.06%	129
2025 Q4	$355K	Buy	4,658 +663	+17%	+$57.9K	0.08%	106
2025 Q3	$399K	Buy	+3,995	New	+$399K	0.09%	103
2025 Q2	–	Sell	-3,611	Closed	-$260K	–	99
2025 Q1	$260K	Buy	+3,611	New	+$294K	0.07%	97

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

RPg Family Wealth Advisory's FBTC Position: Q2 2026 in Review

RPg Family Wealth Advisory held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q2 2026 at 4,669 shares worth $238K. The position accounts for 0.04% of the portfolio, ranked #131.

RPg Family Wealth Advisory first reported a position in FBTC in Q1 2025 and has held it in 5 quarters since. The position peaked at $399K in Q3 2025. 623 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

RPg Family Wealth Advisory held 4,669 shares of Fidelity Wise Origin Bitcoin Fund worth $238K as of Q2 2026.
RPg Family Wealth Advisory left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q2 2026.
Fidelity Wise Origin Bitcoin Fund made up 0.04% of RPg Family Wealth Advisory's portfolio in Q2 2026, its #131 holding.
RPg Family Wealth Advisory first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2025 and has held it in 5 quarters since.
RPg Family Wealth Advisory's Fidelity Wise Origin Bitcoin Fund position peaked at $399K in Q3 2025.
623 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.