Stonegate Investment Group’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
2025
Q3
$1.34M Buy
13,471
+649
+5% +$64.8K 0.03% 160
2025
Q2
$1.21M Buy
12,822
+5,450
+74% +$469K 0.03% 166
2025
Q1
$531K Buy
7,372
+80
+1% +$6.51K 0.01% 211
2024
Q4
$595K Buy
+7,292
New +$529K 0.02% 195

Other funds holding FBTC

Stonegate Investment Group's FBTC Position: Q3 2025 in Review

Stonegate Investment Group increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 5.1% in Q3 2025, buying an estimated $64.8K and bringing the position to 13,471 shares worth $1.34M. The position accounts for 0.03% of the portfolio, ranked #160.

Stonegate Investment Group first reported a position in FBTC in Q4 2024 and has held it in 4 quarters since. 682 funds tracked by Wall St. Rank hold FBTC as of Q3 2025.

  • Stonegate Investment Group held 13,471 shares of Fidelity Wise Origin Bitcoin Fund worth $1.34M as of Q3 2025.
  • Stonegate Investment Group bought 649 Fidelity Wise Origin Bitcoin Fund shares in Q3 2025, an estimated $64.8K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.03% of Stonegate Investment Group's portfolio in Q3 2025, its #160 holding.
  • Stonegate Investment Group first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 4 quarters since.
  • 682 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.