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 Q2	$316K	Buy	6,194 +379	+7%	+$23.7K	0.02%	402
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

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

Tradition Wealth Management's FBTC Position: Q2 2026 in Review

Tradition Wealth Management increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 6.5% in Q2 2026, buying an estimated $23.7K and bringing the position to 6,194 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #402.

Tradition Wealth Management first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.13M in Q4 2024. 623 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Tradition Wealth Management held 6,194 shares of Fidelity Wise Origin Bitcoin Fund worth $316K as of Q2 2026.
Tradition Wealth Management bought 379 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $23.7K.
Fidelity Wise Origin Bitcoin Fund made up 0.02% of Tradition Wealth Management's portfolio in Q2 2026, its #402 holding.
Tradition Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
Tradition Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $1.13M in Q4 2024.
623 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.