Samalin Investment Counsel’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Samalin Investment Counsel’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	$504K	Buy	9,874 +119	+1%	+$7.44K	0.16%	157
2026 Q1	$576K	Buy	9,755 +244	+3%	+$16.2K	0.2%	143
2025 Q4	$725K	Hold	9,511	–	–	0.26%	113
2025 Q3	$949K	Sell	9,511 -2,005	-17%	-$200K	0.33%	84
2025 Q2	$1.08M	Sell	11,516 -106	-0.9%	-$9.12K	0.41%	61
2025 Q1	$836K	Buy	11,622 +369	+3%	+$30K	0.34%	88
2024 Q4	$918K	Buy	11,253 +473	+4%	+$34.3K	0.39%	68
2024 Q3	$599K	Buy	10,780 +595	+6%	+$31.7K	0.26%	118
2024 Q2	$534K	Buy	10,185 +36	+0.4%	+$2.06K	0.25%	128
2024 Q1	$630K	Buy	+10,149	New	+$486K	0.3%	104

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

Samalin Investment Counsel's FBTC Position: Q2 2026 in Review

Samalin Investment Counsel increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 1.2% in Q2 2026, buying an estimated $7.44K and bringing the position to 9,874 shares worth $504K. The position accounts for 0.16% of the portfolio, ranked #157.

Samalin Investment Counsel first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.08M in Q2 2025. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Samalin Investment Counsel held 9,874 shares of Fidelity Wise Origin Bitcoin Fund worth $504K as of Q2 2026.
Samalin Investment Counsel bought 119 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $7.44K.
Fidelity Wise Origin Bitcoin Fund made up 0.16% of Samalin Investment Counsel's portfolio in Q2 2026, its #157 holding.
Samalin Investment Counsel first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
Samalin Investment Counsel's Fidelity Wise Origin Bitcoin Fund position peaked at $1.08M in Q2 2025.
622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.