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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
Q2 		$273K Sell
5,361
-242
-4% -$15.1K ﹤0.01% 1402
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

SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CF
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
PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
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

United Capital Financial Advisors's FBTC Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 4.3% in Q2 2026, selling an estimated $15.1K and leaving 5,361 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

United Capital Financial Advisors first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $664K in Q3 2025. 626 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • United Capital Financial Advisors held 5,361 shares of Fidelity Wise Origin Bitcoin Fund worth $273K as of Q2 2026.
  • United Capital Financial Advisors sold 242 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $15.1K.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1402 holding.
  • United Capital Financial Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
  • United Capital Financial Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $664K in Q3 2025.
  • 626 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.