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Sunbelt Securities’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Sunbelt Securities’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 		$228K Sell
3,861
-1,783
-32% -$119K 0.01% 601
2025
Q4 		$430K Sell
5,644
-890
-14% -$77.7K 0.03% 441
2025
Q3 		$652K Sell
6,534
-5,117
-44% -$511K 0.05% 323
2025
Q2 		$950K Buy
11,651
+8,819
+311% +$759K 0.08% 210
2025
Q1 		$204K Sell
2,832
-8,819
-76% -$717K 0.02% 557
2024
Q4 		$959K Buy
11,651
+2,983
+34% +$216K 0.08% 209
2024
Q3 		$481K Sell
8,668
-2,019
-19% -$108K 0.05% 369
2024
Q2 		$561K Buy
+10,687
New +$613K 0.06% 306

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

Sunbelt Securities's FBTC Position: Q1 2026 in Review

Sunbelt Securities reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 32% in Q1 2026, selling an estimated $119K and leaving 3,861 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #601.

Sunbelt Securities first reported a position in FBTC in Q2 2024 and has held it in 8 quarters since. The position peaked at $959K in Q4 2024. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Sunbelt Securities held 3,861 shares of Fidelity Wise Origin Bitcoin Fund worth $228K as of Q1 2026.
  • Sunbelt Securities sold 1,783 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $119K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #601 holding.
  • Sunbelt Securities first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and has held it in 8 quarters since.
  • Sunbelt Securities's Fidelity Wise Origin Bitcoin Fund position peaked at $959K in Q4 2024.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.