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

Tradition Wealth Management’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	$343K	Sell	5,815 -4,181	-42%	-$278K	0.02%	358
2025 Q4	$762K	Buy	9,996 +2,845	+40%	+$248K	0.05%	226
2025 Q3	$714K	Buy	7,151 +279	+4%	+$27.9K	0.05%	230
2025 Q2	$646K	Sell	6,872 -7,100	-51%	-$611K	0.05%	235
2025 Q1	$1.01M	Buy	13,972 +82	+0.6%	+$6.67K	0.09%	169
2024 Q4	$1.13M	Buy	13,890 +488	+4%	+$35.4K	0.1%	156
2024 Q3	$744K	Buy	13,402 +2	+0%	+$107	0.07%	189
2024 Q2	$703K	Sell	13,400 -19	-0.1%	-$1.09K	0.07%	185
2024 Q1	$833K	Buy	+13,419	New	+$642K	0.08%	161

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

Tradition Wealth Management's FBTC Position: Q1 2026 in Review

Tradition Wealth Management reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 42% in Q1 2026, selling an estimated $278K and leaving 5,815 shares worth $343K. The position accounts for 0.02% of the portfolio, ranked #358.

Tradition Wealth Management first reported a position in FBTC in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.13M in Q4 2024. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

Tradition Wealth Management held 5,815 shares of Fidelity Wise Origin Bitcoin Fund worth $343K as of Q1 2026.
Tradition Wealth Management sold 4,181 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $278K.
Fidelity Wise Origin Bitcoin Fund made up 0.02% of Tradition Wealth Management's portfolio in Q1 2026, its #358 holding.
Tradition Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 9 quarters since.
Tradition Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $1.13M in Q4 2024.
640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.