Zuckerman Investment Group’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-3,043
Closed -$232K 142
2025
Q4
$232K Buy
+3,043
New +$266K 0.02% 123
2024
Q3
Sell
-5,000
Closed -$262K 147
2024
Q2
$262K Buy
+5,000
New +$287K 0.03% 125

Other funds holding FBTC

Zuckerman Investment Group's FBTC Position: Q1 2026 in Review

Zuckerman Investment Group sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q1 2026, closing a stake of 3,043 shares — an estimated $232K sold.

Zuckerman Investment Group first reported a position in FBTC in Q2 2024 and held it in 2 quarters. The position peaked at $262K in Q2 2024. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Zuckerman Investment Group reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q1 2026 after selling out during the quarter.
  • Zuckerman Investment Group sold 3,043 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $232K.
  • Zuckerman Investment Group first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and held it in 2 quarters.
  • Zuckerman Investment Group's Fidelity Wise Origin Bitcoin Fund position peaked at $262K in Q2 2024.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.