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Split Rock Private Trading & Wealth Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Split Rock Private Trading & Wealth Management’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 		$452K Buy
8,854
+1,023
+13% +$63.9K 0.31% 27
2026
Q1 		$462K Sell
7,831
-627
-7% -$41.7K 0.36% 26
2025
Q4 		$645K Buy
+8,458
New +$738K 0.52% 19

Other funds holding FBTC

CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCMOK
United Capital Management of KS Salina, Kansas $763M AUM 62.72% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
WG
Winton Group London, United Kingdom $3.09B AUM 40.4% 1-Year Est. Return

Split Rock Private Trading & Wealth Management's FBTC Position: Q2 2026 in Review

Split Rock Private Trading & Wealth Management increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 13% in Q2 2026, buying an estimated $63.9K and bringing the position to 8,854 shares worth $452K. The position accounts for 0.31% of the portfolio, ranked #27.

Split Rock Private Trading & Wealth Management first reported a position in FBTC in Q4 2025 and has held it in 3 quarters since. The position peaked at $645K in Q4 2025. 385 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Split Rock Private Trading & Wealth Management held 8,854 shares of Fidelity Wise Origin Bitcoin Fund worth $452K as of Q2 2026.
  • Split Rock Private Trading & Wealth Management bought 1,023 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $63.9K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.31% of Split Rock Private Trading & Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Split Rock Private Trading & Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2025 and has held it in 3 quarters since.
  • Split Rock Private Trading & Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $645K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Split Rock Private Trading & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.