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 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

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 New York $777B AUM 61.18% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return

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 Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Synergy Financial Group's FBTC Position: Q1 2026 in Review

Synergy Financial Group reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 1% in Q1 2026, selling an estimated $8.45K and leaving 12,357 shares worth $729K. The position accounts for 0.55% of the portfolio, ranked #35.

Synergy Financial Group first reported a position in FBTC in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.25M in Q3 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

Synergy Financial Group held 12,357 shares of Fidelity Wise Origin Bitcoin Fund worth $729K as of Q1 2026.
Synergy Financial Group sold 127 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $8.45K.
Fidelity Wise Origin Bitcoin Fund made up 0.55% of Synergy Financial Group's portfolio in Q1 2026, its #35 holding.
Synergy Financial Group first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 9 quarters since.
Synergy Financial Group's Fidelity Wise Origin Bitcoin Fund position peaked at $1.25M in Q3 2025.
640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

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