Steward Partners Investment Advisory’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Steward Partners Investment Advisory’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	$1.4M	Buy	27,420 +5,100	+23%	+$319K	0.01%	1095
2026 Q1	$1.32M	Buy	22,320 +18,706	+518%	+$1.24M	0.01%	1022
2025 Q4	$275K	Buy	3,614 +2,135	+144%	+$186K	﹤0.01%	1758
2025 Q3	$148K	Buy	1,479 +779	+111%	+$77.8K	﹤0.01%	2023
2025 Q2	$65.8K	Sell	700 -75	-10%	-$6.46K	﹤0.01%	2331
2025 Q1	$55.8K	Buy	775 +575	+288%	+$46.8K	﹤0.01%	2327
2024 Q4	$16.3K	Buy	+200	New	+$14.5K	﹤0.01%	2891

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

Steward Partners Investment Advisory's FBTC Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 23% in Q2 2026, buying an estimated $319K and bringing the position to 27,420 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #1095.

Steward Partners Investment Advisory first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. 619 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Steward Partners Investment Advisory held 27,420 shares of Fidelity Wise Origin Bitcoin Fund worth $1.4M as of Q2 2026.
Steward Partners Investment Advisory bought 5,100 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $319K.
Fidelity Wise Origin Bitcoin Fund made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1095 holding.
Steward Partners Investment Advisory first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
619 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.