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

Triad Wealth Partners’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 		$238K Buy
4,034
+1,396
+53% +$92.9K 0.02% 435
2025
Q4 		$201K Buy
+2,638
New +$230K 0.02% 456

Other funds holding FBTC

Millennium Management
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
Morgan Stanley
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
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Triad Wealth Partners's FBTC Position: Q1 2026 in Review

Triad Wealth Partners increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 53% in Q1 2026, buying an estimated $92.9K and bringing the position to 4,034 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #435.

Triad Wealth Partners first reported a position in FBTC in Q4 2025 and has held it in 2 quarters since. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Triad Wealth Partners held 4,034 shares of Fidelity Wise Origin Bitcoin Fund worth $238K as of Q1 2026.
  • Triad Wealth Partners bought 1,396 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $92.9K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.02% of Triad Wealth Partners's portfolio in Q1 2026, its #435 holding.
  • Triad Wealth Partners first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2025 and has held it in 2 quarters since.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.