UFPG
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United Financial Planning Group’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

United Financial Planning Group’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 		$102K Hold
1,995
– – 0.05% 73
2026
Q1 		$118K Sell
1,995
-79
-4% -$5.25K 0.07% 61
2025
Q4 		$158K Sell
2,074
-111
-5% -$9.69K 0.1% 61
2025
Q3 		$218K Buy
+2,185
New +$218K 0.14% 41

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 Financial Planning Group's FBTC Position: Q2 2026 in Review

United Financial Planning Group held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q2 2026 at 1,995 shares worth $102K. The position accounts for 0.05% of the portfolio, ranked #73.

United Financial Planning Group first reported a position in FBTC in Q3 2025 and has held it in 4 quarters since. The position peaked at $218K in Q3 2025. 620 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • United Financial Planning Group held 1,995 shares of Fidelity Wise Origin Bitcoin Fund worth $102K as of Q2 2026.
  • United Financial Planning Group left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund made up 0.05% of United Financial Planning Group's portfolio in Q2 2026, its #73 holding.
  • United Financial Planning Group first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Fidelity Wise Origin Bitcoin Fund position peaked at $218K in Q3 2025.
  • 620 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.