Tru Independence Asset Management 2’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Tru Independence Asset Management 2’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	$1.3M	Buy	22,010 +5,688	+35%	+$378K	0.8%	33
2025 Q4	$1.24M	Buy	16,322 +5,644	+53%	+$493K	0.78%	33
2025 Q3	$1.07M	Sell	10,678 -861	-7%	-$86K	0.7%	37
2025 Q2	$1.08M	Buy	11,539 +1,361	+13%	+$117K	0.74%	35
2025 Q1	$733K	Buy	10,178 +861	+9%	+$70K	0.55%	42
2024 Q4	$760K	Hold	9,317	–	–	0.63%	36
2024 Q3	$517K	Buy	+9,317	New	+$497K	0.44%	41

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

Tru Independence Asset Management 2's FBTC Position: Q1 2026 in Review

Tru Independence Asset Management 2 increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 35% in Q1 2026, buying an estimated $378K and bringing the position to 22,010 shares worth $1.3M. The position accounts for 0.8% of the portfolio, ranked #33.

Tru Independence Asset Management 2 first reported a position in FBTC in Q3 2024 and has held it in 7 quarters since. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

Tru Independence Asset Management 2 held 22,010 shares of Fidelity Wise Origin Bitcoin Fund worth $1.3M as of Q1 2026.
Tru Independence Asset Management 2 bought 5,688 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $378K.
Fidelity Wise Origin Bitcoin Fund made up 0.8% of Tru Independence Asset Management 2's portfolio in Q1 2026, its #33 holding.
Tru Independence Asset Management 2 first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2024 and has held it in 7 quarters since.
640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2026, filed 22 Apr 2026.