Strait & Sound Wealth Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Strait & Sound 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	$205K	Buy	4,010 +500	+14%	+$31.2K	0.07%	157
2026 Q1	$207K	Hold	3,510	–	–	0.08%	159
2025 Q4	$268K	Sell	3,510 -800	-19%	-$69.8K	0.1%	123
2025 Q3	$430K	Hold	4,310	–	–	0.17%	95
2025 Q2	$405K	Hold	4,310	–	–	0.17%	98
2025 Q1	$310K	Buy	4,310 +310	+8%	+$25.2K	0.14%	113
2024 Q4	$326K	Hold	4,000	–	–	0.15%	105
2024 Q3	$222K	Hold	4,000	–	–	0.11%	131
2024 Q2	$210K	Buy	+4,000	New	+$229K	0.11%	136

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

Strait & Sound Wealth Management's FBTC Position: Q2 2026 in Review

Strait & Sound Wealth Management increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 14% in Q2 2026, buying an estimated $31.2K and bringing the position to 4,010 shares worth $205K. The position accounts for 0.07% of the portfolio, ranked #157.

Strait & Sound Wealth Management first reported a position in FBTC in Q2 2024 and has held it in 9 quarters since. The position peaked at $430K in Q3 2025. 619 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Strait & Sound Wealth Management held 4,010 shares of Fidelity Wise Origin Bitcoin Fund worth $205K as of Q2 2026.
Strait & Sound Wealth Management bought 500 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $31.2K.
Fidelity Wise Origin Bitcoin Fund made up 0.07% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #157 holding.
Strait & Sound Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and has held it in 9 quarters since.
Strait & Sound Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $430K in Q3 2025.
619 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.