Secure Asset Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Secure Asset Management’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	$515K	Buy	10,084 +961	+11%	+$60K	0.07%	184
2026 Q1	$539K	Sell	9,123 -1,717	-16%	-$114K	0.09%	175
2025 Q4	$826K	Sell	10,840 -201	-2%	-$17.5K	0.13%	143
2025 Q3	$1.13M	Buy	11,041 +359	+3%	+$35.9K	0.19%	120
2025 Q2	$1M	Sell	10,682 -13,320	-55%	-$1.15M	0.19%	130
2025 Q1	$1.73M	Buy	24,002 +451	+2%	+$36.7K	0.35%	96
2024 Q4	$1.92M	Sell	23,551 -4,799	-17%	-$348K	0.29%	81
2024 Q3	$1.57M	Buy	28,350 +4,703	+20%	+$251K	0.27%	98
2024 Q2	$1.24M	Buy	+23,647	New	+$1.36M	0.23%	107

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

Secure Asset Management's FBTC Position: Q2 2026 in Review

Secure Asset Management increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 11% in Q2 2026, buying an estimated $60K and bringing the position to 10,084 shares worth $515K. The position accounts for 0.07% of the portfolio, ranked #184.

Secure Asset Management first reported a position in FBTC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.92M in Q4 2024. 620 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Secure Asset Management held 10,084 shares of Fidelity Wise Origin Bitcoin Fund worth $515K as of Q2 2026.
Secure Asset Management bought 961 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $60K.
Fidelity Wise Origin Bitcoin Fund made up 0.07% of Secure Asset Management's portfolio in Q2 2026, its #184 holding.
Secure Asset Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and has held it in 9 quarters since.
Secure Asset Management's Fidelity Wise Origin Bitcoin Fund position peaked at $1.92M in Q4 2024.
620 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.