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United Capital Financial Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

United Capital Financial Advisors’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 		$331K Sell
5,603
-2,626
-32% -$175K ﹤0.01% 1296
2025
Q4 		$627K Buy
8,229
+1,572
+24% +$137K ﹤0.01% 889
2025
Q3 		$664K Buy
6,657
+510
+8% +$51K ﹤0.01% 777
2025
Q2 		$578K Buy
6,147
+180
+3% +$15.5K ﹤0.01% 742
2025
Q1 		$429K Buy
5,967
+1,245
+26% +$101K ﹤0.01% 792
2024
Q4 		$385K Buy
+4,722
New +$343K ﹤0.01% 807

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 $1.2B AUM 13.59% 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

United Capital Financial Advisors's FBTC Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 32% in Q1 2026, selling an estimated $175K and leaving 5,603 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

United Capital Financial Advisors first reported a position in FBTC in Q4 2024 and has held it in 6 quarters since. The position peaked at $664K in Q3 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • United Capital Financial Advisors held 5,603 shares of Fidelity Wise Origin Bitcoin Fund worth $331K as of Q1 2026.
  • United Capital Financial Advisors sold 2,626 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $175K.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1296 holding.
  • United Capital Financial Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 6 quarters since.
  • United Capital Financial Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $664K in Q3 2025.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.