Stokes Family Office’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$321K Sell
5,442
-220
-4% -$14.6K 0.03% 227
2025
Q4
$432K Buy
5,662
+1,470
+35% +$128K 0.04% 212
2025
Q3
$418K Buy
4,192
+998
+31% +$99.7K 0.04% 196
2025
Q2
$300K Buy
+3,194
New +$275K 0.03% 199

Other funds holding FBTC

Stokes Family Office's FBTC Position: Q1 2026 in Review

Stokes Family Office reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 3.9% in Q1 2026, selling an estimated $14.6K and leaving 5,442 shares worth $321K. The position accounts for 0.03% of the portfolio, ranked #227.

Stokes Family Office first reported a position in FBTC in Q2 2025 and has held it in 4 quarters since. The position peaked at $432K in Q4 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Stokes Family Office held 5,442 shares of Fidelity Wise Origin Bitcoin Fund worth $321K as of Q1 2026.
  • Stokes Family Office sold 220 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $14.6K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.03% of Stokes Family Office's portfolio in Q1 2026, its #227 holding.
  • Stokes Family Office first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2025 and has held it in 4 quarters since.
  • Stokes Family Office's Fidelity Wise Origin Bitcoin Fund position peaked at $432K in Q4 2025.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.