SFMG Wealth Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

SFMG Wealth 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	$3.23M	Buy	63,247 +6,332	+11%	+$396K	0.19%	60
2026 Q1	$3.36M	Buy	56,915 +7,362	+15%	+$490K	0.23%	54
2025 Q4	$3.78M	Buy	49,553 +4,002	+9%	+$349K	0.25%	51
2025 Q3	$4.55M	Buy	45,551 +7,000	+18%	+$699K	0.32%	47
2025 Q2	$3.62M	Buy	38,551 +11	+0%	+$947	0.27%	48
2025 Q1	$2.77M	Buy	38,540 +1,178	+3%	+$95.8K	0.22%	57
2024 Q4	$3.05M	Sell	37,362 -215	-0.6%	-$15.6K	0.24%	54
2024 Q3	$2.09M	Buy	37,577 +31,400	+508%	+$1.67M	0.17%	65
2024 Q2	$324K	Buy	6,177 +2,440	+65%	+$140K	0.03%	184
2024 Q1	$232K	Buy	+3,737	New	+$179K	0.02%	227

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

SFMG Wealth Advisors's FBTC Position: Q2 2026 in Review

SFMG Wealth Advisors increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 11% in Q2 2026, buying an estimated $396K and bringing the position to 63,247 shares worth $3.23M. The position accounts for 0.19% of the portfolio, ranked #60.

SFMG Wealth Advisors first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.55M in Q3 2025. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

SFMG Wealth Advisors held 63,247 shares of Fidelity Wise Origin Bitcoin Fund worth $3.23M as of Q2 2026.
SFMG Wealth Advisors bought 6,332 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $396K.
Fidelity Wise Origin Bitcoin Fund made up 0.19% of SFMG Wealth Advisors's portfolio in Q2 2026, its #60 holding.
SFMG Wealth Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
SFMG Wealth Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $4.55M in Q3 2025.
622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.