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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
– Sell
-42,309
Closed -$3.45M – 1578
2024
Q4
$3.45M Buy
+42,309
New +$3.07M 0.06% 178
2024
Q3
– Sell
-33,202
Closed -$1.74M – 215
2024
Q2
$1.74M Buy
33,202
+2,000
+6% +$115K 0.04% 249
2024
Q1
$1.94M Buy
+31,202
New +$1.49M 0.04% 251

Other funds holding FBTC

SVB Wealth's FBTC Position: Q1 2025 in Review

SVB Wealth sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q1 2025, closing a stake of 42,309 shares — an estimated $3.45M sold.

SVB Wealth first reported a position in FBTC in Q1 2024 and held it in 3 quarters. The position peaked at $3.45M in Q4 2024. 534 funds tracked by Wall St. Rank hold FBTC as of Q1 2025.

  • SVB Wealth reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q1 2025 after selling out during the quarter.
  • SVB Wealth sold 42,309 Fidelity Wise Origin Bitcoin Fund shares in Q1 2025, an estimated $3.45M.
  • SVB Wealth first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and held it in 3 quarters.
  • SVB Wealth's Fidelity Wise Origin Bitcoin Fund position peaked at $3.45M in Q4 2024.
  • 534 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2025.

Based on SVB Wealth's 13F filing for Q1 2025, filed 14 May 2025.