SevenBridge Financial Group’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

SevenBridge Financial Group’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	$5.27M	Buy	93,147 +7,816	+9%	+$488K	0.77%	42
2026 Q1	$5.86M	Buy	85,331 +10,188	+14%	+$678K	0.92%	32
2025 Q4	$5.73M	Sell	75,143 -4,364	-5%	-$381K	0.92%	29
2025 Q3	$7.04M	Buy	79,507 +16,101	+25%	+$1.61M	1.16%	21
2025 Q2	$6.62M	Buy	63,406 +13,312	+27%	+$1.15M	1.17%	17
2025 Q1	$4.45M	Buy	50,094 +16,323	+48%	+$1.33M	0.88%	29
2024 Q4	$2.81M	Buy	33,771 +7,116	+27%	+$516K	0.53%	58
2024 Q3	$2.03M	Buy	26,655 +2,947	+12%	+$157K	0.39%	72
2024 Q2	$1.18M	Buy	23,708 +15,796	+200%	+$906K	0.26%	92
2024 Q1	$430K	Buy	+7,912	New	+$379K	0.1%	137

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

SevenBridge Financial Group's FBTC Position: Q2 2026 in Review

SevenBridge Financial Group increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 9.2% in Q2 2026, buying an estimated $488K and bringing the position to 93,147 shares worth $5.27M. The position accounts for 0.77% of the portfolio, ranked #42.

SevenBridge Financial Group first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.04M in Q3 2025. 621 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

SevenBridge Financial Group held 93,147 shares of Fidelity Wise Origin Bitcoin Fund worth $5.27M as of Q2 2026.
SevenBridge Financial Group bought 7,816 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $488K.
Fidelity Wise Origin Bitcoin Fund made up 0.77% of SevenBridge Financial Group's portfolio in Q2 2026, its #42 holding.
SevenBridge Financial Group first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
SevenBridge Financial Group's Fidelity Wise Origin Bitcoin Fund position peaked at $7.04M in Q3 2025.
621 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on SevenBridge Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.