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 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

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

SevenBridge Financial Group's FBTC Position: Q1 2026 in Review

SevenBridge Financial Group increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 14% in Q1 2026, buying an estimated $678K and bringing the position to 85,331 shares worth $5.86M. The position accounts for 0.92% of the portfolio, ranked #32.

SevenBridge Financial Group first reported a position in FBTC in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.04M in Q3 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

SevenBridge Financial Group held 85,331 shares of Fidelity Wise Origin Bitcoin Fund worth $5.86M as of Q1 2026.
SevenBridge Financial Group bought 10,188 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $678K.
Fidelity Wise Origin Bitcoin Fund made up 0.92% of SevenBridge Financial Group's portfolio in Q1 2026, its #32 holding.
SevenBridge Financial Group first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 9 quarters since.
SevenBridge Financial Group's Fidelity Wise Origin Bitcoin Fund position peaked at $7.04M in Q3 2025.
640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.