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SageView Advisory Group’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

SageView Advisory Group’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 		– Sell
-305
Closed -$23.2K – 1197
2025
Q4 		$23.2K Buy
+305
New +$26.6K ﹤0.01% 1393
2024
Q2 		– Sell
-11,025
Closed -$818K – 590
2024
Q1 		$818K Buy
+11,025
New +$527K 0.04% 226

Other funds holding FBTC

Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
CF
Cantor Fitzgerald New York $9.31B AUM 73.66% 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
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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

SageView Advisory Group's FBTC Position: Q1 2026 in Review

SageView Advisory Group sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q1 2026, closing a stake of 305 shares — an estimated $23.2K sold.

SageView Advisory Group first reported a position in FBTC in Q1 2024 and held it in 2 quarters. The position peaked at $818K in Q1 2024. 645 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • SageView Advisory Group reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 305 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $23.2K.
  • SageView Advisory Group first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's Fidelity Wise Origin Bitcoin Fund position peaked at $818K in Q1 2024.
  • 645 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.