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

SOA 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 		– Sell
-142
Closed -$8.38K – 909
2026
Q1 		$8.38K Sell
142
-3
-2% -$200 ﹤0.01% 612
2025
Q4 		$11.1K Hold
145
– – ﹤0.01% 583
2025
Q3 		$14.5K Hold
145
– – ﹤0.01% 561
2025
Q2 		$13.6K Buy
+145
New +$12.5K ﹤0.01% 561

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

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

SOA Wealth Advisors sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2026, closing a stake of 142 shares — an estimated $8.38K sold.

SOA Wealth Advisors first reported a position in FBTC in Q2 2025 and held it in 4 quarters. The position peaked at $14.5K in Q3 2025. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • SOA Wealth Advisors reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q2 2026 after selling out during the quarter.
  • SOA Wealth Advisors sold 142 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $8.38K.
  • SOA Wealth Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2025 and held it in 4 quarters.
  • SOA Wealth Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $14.5K in Q3 2025.
  • 622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.