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 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return

PRA

Pine Ridge Advisers New York $1.62B AUM 16.97% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Samalin Investment Counsel's FBTC Position: Q1 2026 in Review

Samalin Investment Counsel increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 2.6% in Q1 2026, buying an estimated $16.2K and bringing the position to 9,755 shares worth $576K. The position accounts for 0.2% of the portfolio, ranked #143.

Samalin Investment Counsel first reported a position in FBTC in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.08M in Q2 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

Samalin Investment Counsel held 9,755 shares of Fidelity Wise Origin Bitcoin Fund worth $576K as of Q1 2026.
Samalin Investment Counsel bought 244 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $16.2K.
Fidelity Wise Origin Bitcoin Fund made up 0.2% of Samalin Investment Counsel's portfolio in Q1 2026, its #143 holding.
Samalin Investment Counsel first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 9 quarters since.
Samalin Investment Counsel's Fidelity Wise Origin Bitcoin Fund position peaked at $1.08M in Q2 2025.
640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Samalin Investment Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.