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Strategic Financial Planning’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Strategic Financial Planning’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 		– Sell
-20,979
Closed -$4.32M – 59
2026
Q1 		$4.32M Buy
+20,979
New +$1.4M 2.53% 13

Other funds holding FBTC

SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CF
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
PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
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

Strategic Financial Planning's FBTC Position: Q2 2026 in Review

Strategic Financial Planning sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2026, closing a stake of 20,979 shares — an estimated $4.32M sold.

Strategic Financial Planning first reported a position in FBTC in Q1 2026 and held it in 1 quarter. The position peaked at $4.32M in Q1 2026. 619 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Strategic Financial Planning reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q2 2026 after selling out during the quarter.
  • Strategic Financial Planning sold 20,979 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $4.32M.
  • Strategic Financial Planning first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2026 and held it in 1 quarter.
  • Strategic Financial Planning's Fidelity Wise Origin Bitcoin Fund position peaked at $4.32M in Q1 2026.
  • 619 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.