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Schneider Downs Wealth Management Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Schneider Downs Wealth Management 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 		$241K Hold
4,712
– – 0.02% 155
2026
Q1 		$278K Hold
4,712
– – 0.03% 130
2025
Q4 		$359K Hold
4,712
– – 0.04% 116
2025
Q3 		$470K Hold
4,712
– – 0.06% 100
2025
Q2 		$443K Buy
+4,712
New +$406K 0.07% 99

Other funds holding FBTC

SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CF
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
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
Jane Street
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

Schneider Downs Wealth Management Advisors's FBTC Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q2 2026 at 4,712 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #155.

Schneider Downs Wealth Management Advisors first reported a position in FBTC in Q2 2025 and has held it in 5 quarters since. The position peaked at $470K in Q3 2025. 619 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Schneider Downs Wealth Management Advisors held 4,712 shares of Fidelity Wise Origin Bitcoin Fund worth $241K as of Q2 2026.
  • Schneider Downs Wealth Management Advisors left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund made up 0.02% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #155 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2025 and has held it in 5 quarters since.
  • Schneider Downs Wealth Management Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $470K in Q3 2025.
  • 619 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.