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

Synergy Financial Group’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	$631K	Hold	12,357	–	–	0.45%	47
2026 Q1	$729K	Sell	12,357 -127	-1%	-$8.45K	0.55%	35
2025 Q4	$952K	Sell	12,484 -12	-0.1%	-$1.05K	0.67%	30
2025 Q3	$1.25M	Hold	12,496	–	–	0.84%	25
2025 Q2	$1.17M	Buy	12,496 +92	+0.7%	+$7.92K	0.86%	27
2025 Q1	$893K	Sell	12,404 -1,124	-8%	-$91.4K	0.8%	30
2024 Q4	$1.1M	Buy	13,528 +1,200	+10%	+$87K	0.92%	27
2024 Q3	$685K	Sell	12,328 -23	-0.2%	-$1.23K	0.65%	33
2024 Q2	$648K	Buy	12,351 +424	+4%	+$24.3K	0.68%	36
2024 Q1	$740K	Buy	+11,927	New	+$571K	0.83%	30

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

Synergy Financial Group's FBTC Position: Q2 2026 in Review

Synergy Financial Group held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q2 2026 at 12,357 shares worth $631K. The position accounts for 0.45% of the portfolio, ranked #47.

Synergy Financial Group first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.25M in Q3 2025. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Synergy Financial Group held 12,357 shares of Fidelity Wise Origin Bitcoin Fund worth $631K as of Q2 2026.
Synergy Financial Group left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q2 2026.
Fidelity Wise Origin Bitcoin Fund made up 0.45% of Synergy Financial Group's portfolio in Q2 2026, its #47 holding.
Synergy Financial Group first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
Synergy Financial Group's Fidelity Wise Origin Bitcoin Fund position peaked at $1.25M in Q3 2025.
622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.