Sage Mountain Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Sage Mountain Advisors’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	$280K	Hold	5,481	–	–	0.02%	189
2026 Q1	$324K	Hold	5,481	–	–	0.02%	159
2025 Q4	$418K	Sell	5,481 -22	-0.4%	-$1.92K	0.02%	310
2025 Q3	$549K	Hold	5,503	–	–	0.03%	253
2025 Q2	$517K	Hold	5,503	–	–	0.03%	234
2025 Q1	$396K	Hold	5,503	–	–	0.03%	256
2024 Q4	$449K	Hold	5,503	–	–	0.03%	229
2024 Q3	$306K	Hold	5,503	–	–	0.03%	283
2024 Q2	$289K	Hold	5,503	–	–	0.03%	258
2024 Q1	$342K	Buy	+5,503	New	+$263K	0.04%	216

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

Sage Mountain Advisors's FBTC Position: Q2 2026 in Review

Sage Mountain Advisors held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q2 2026 at 5,481 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #189.

Sage Mountain Advisors first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $549K in Q3 2025. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Sage Mountain Advisors held 5,481 shares of Fidelity Wise Origin Bitcoin Fund worth $280K as of Q2 2026.
Sage Mountain Advisors left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q2 2026.
Fidelity Wise Origin Bitcoin Fund made up 0.02% of Sage Mountain Advisors's portfolio in Q2 2026, its #189 holding.
Sage Mountain Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
Sage Mountain Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $549K in Q3 2025.
622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.