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Fidelity Wise Origin Bitcoin shares owned by Montgomery Financial Services

Quarter-by-quarter ownership of Fidelity Wise Origin Bitcoin (FBTC) shares owned by Montgomery Financial Services from 13F filings

Historical chart of Montgomery Financial Services investment in Fidelity Wise Origin Bitcoin

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Wise Origin Bitcoin held by Montgomery Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Wise Origin Bitcoin by Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.9k 38 51.05

More positions owned by Montgomery Financial Services

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

Top funds holding Fidelity Wise Origin Bitcoin

Jane Street
Millennium Management
Schonfeld Strategic Advisors
Susquehanna International
Almitas Capital
Cantor Fitzgerald, L. P.
Citadel Advisors
Toroso Investments
ParaFi Capital
LMR Partners
Morgan Stanley
Consolidated Portfolio Review Corp
Pine Ridge Advisers
Graham Capital Management
Mariner Wealth Advisors

View all funds holding Fidelity Wise Origin Bitcoin