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

Summit Financial’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 		$259K Sell
5,080
-22,207
-81% -$1.39M ﹤0.01% 1400
2026
Q1 		$1.61M Sell
27,287
-618
-2% -$41.1K 0.02% 630
2025
Q4 		$2.13M Buy
27,905
+790
+3% +$68.9K 0.03% 479
2025
Q3 		$2.71M Buy
+27,115
New +$2.71M 0.04% 402

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

Summit Financial's FBTC Position: Q2 2026 in Review

Summit Financial reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 81% in Q2 2026, selling an estimated $1.39M and leaving 5,080 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

Summit Financial first reported a position in FBTC in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.71M in Q3 2025. 623 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Summit Financial held 5,080 shares of Fidelity Wise Origin Bitcoin Fund worth $259K as of Q2 2026.
  • Summit Financial sold 22,207 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $1.39M.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1400 holding.
  • Summit Financial first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's Fidelity Wise Origin Bitcoin Fund position peaked at $2.71M in Q3 2025.
  • 623 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.