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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
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

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
PRA
Pine Ridge Advisers New York $1.62B AUM 16.97% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Summit Financial's FBTC Position: Q1 2026 in Review

Summit Financial reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 2.2% in Q1 2026, selling an estimated $41.1K and leaving 27,287 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #630.

Summit Financial first reported a position in FBTC in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.71M in Q3 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Summit Financial held 27,287 shares of Fidelity Wise Origin Bitcoin Fund worth $1.61M as of Q1 2026.
  • Summit Financial sold 618 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $41.1K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.02% of Summit Financial's portfolio in Q1 2026, its #630 holding.
  • Summit Financial first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's Fidelity Wise Origin Bitcoin Fund position peaked at $2.71M in Q3 2025.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.