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Sequoia Financial Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Sequoia Financial 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 		$602K Sell
11,789
-1,996
-14% -$125K ﹤0.01% 1230
2026
Q1 		$814K Buy
13,785
+3,926
+40% +$261K ﹤0.01% 993
2025
Q4 		$752K Buy
9,859
+504
+5% +$44K ﹤0.01% 1045
2025
Q3 		$934K Buy
9,355
+415
+5% +$41.5K 0.01% 817
2025
Q2 		$840K Buy
8,940
+2,380
+36% +$205K 0.01% 762
2025
Q1 		$472K Buy
6,560
+257
+4% +$20.9K ﹤0.01% 872
2024
Q4 		$514K Buy
+6,303
New +$457K ﹤0.01% 794

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

Sequoia Financial Advisors's FBTC Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 14% in Q2 2026, selling an estimated $125K and leaving 11,789 shares worth $602K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

Sequoia Financial Advisors first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $934K in Q3 2025. 619 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Sequoia Financial Advisors held 11,789 shares of Fidelity Wise Origin Bitcoin Fund worth $602K as of Q2 2026.
  • Sequoia Financial Advisors sold 1,996 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $125K.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1230 holding.
  • Sequoia Financial Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
  • Sequoia Financial Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $934K in Q3 2025.
  • 619 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.