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

SteelPeak Wealth’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	$332K	Sell	6,511 -16,013	-71%	-$1M	0.01%	500
2026 Q1	$1.33M	Sell	22,524 -37,833	-63%	-$2.52M	0.04%	251
2025 Q4	$4.6M	Buy	60,357 +50,446	+509%	+$4.4M	0.15%	105
2025 Q3	$989K	Buy	9,911 +2,911	+42%	+$291K	0.03%	288
2025 Q2	$658K	Hold	7,000	–	–	0.03%	327
2025 Q1	$504K	Buy	7,000 +2,000	+40%	+$163K	0.02%	348
2024 Q4	$408K	Buy	+5,000	New	+$363K	0.02%	366

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

SteelPeak Wealth's FBTC Position: Q2 2026 in Review

SteelPeak Wealth reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 71% in Q2 2026, selling an estimated $1M and leaving 6,511 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #500.

SteelPeak Wealth first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.6M in Q4 2025. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

SteelPeak Wealth held 6,511 shares of Fidelity Wise Origin Bitcoin Fund worth $332K as of Q2 2026.
SteelPeak Wealth sold 16,013 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $1M.
Fidelity Wise Origin Bitcoin Fund made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #500 holding.
SteelPeak Wealth first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
SteelPeak Wealth's Fidelity Wise Origin Bitcoin Fund position peaked at $4.6M in Q4 2025.
622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.