Strategies Wealth Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Strategies Wealth Advisors’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	$1.73M	Buy	33,962 +3,245	+11%	+$203K	0.16%	56
2026 Q1	$1.81M	Buy	30,717 +12,866	+72%	+$856K	0.18%	45
2025 Q4	$1.36M	Buy	17,851 +15,039	+535%	+$1.31M	0.14%	49
2025 Q3	$281K	Hold	2,812	–	–	0.03%	151
2025 Q2	$264K	Hold	2,812	–	–	0.03%	155
2025 Q1	$202K	Hold	2,812	–	–	0.02%	169
2024 Q4	$239K	Buy	+2,812	New	+$204K	0.03%	114

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

Strategies Wealth Advisors's FBTC Position: Q2 2026 in Review

Strategies Wealth Advisors increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 11% in Q2 2026, buying an estimated $203K and bringing the position to 33,962 shares worth $1.73M. The position accounts for 0.16% of the portfolio, ranked #56.

Strategies Wealth Advisors first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.81M in Q1 2026. 623 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Strategies Wealth Advisors held 33,962 shares of Fidelity Wise Origin Bitcoin Fund worth $1.73M as of Q2 2026.
Strategies Wealth Advisors bought 3,245 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $203K.
Fidelity Wise Origin Bitcoin Fund made up 0.16% of Strategies Wealth Advisors's portfolio in Q2 2026, its #56 holding.
Strategies Wealth Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
Strategies Wealth Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $1.81M in Q1 2026.
623 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.